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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,597 | $156,398+275.7% | $147,318+298.9% | $138,895+323.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.17% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $7,178 | $4,853+47.9% | $4,593+56.3% | $4,194+71.1% |
| Participant deferral / active EE | $30,700 | $8,237+272.7% | $7,906+288.3% | $6,396+380.0% |
| Admin fee / account holder | $3,444 | $14,976-77.0% | $13,708-74.9% | $12,562-72.6% |