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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 | $513,921 | $172,111+198.6% | $150,298+241.9% | $137,256+274.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,857 | $4,636-38.4% | $4,154-31.2% | $4,156-31.3% |
| Participant deferral / active EE | $17,008 | $6,166+175.8% | $5,453+211.9% | $6,407+165.5% |
| Admin fee / account holder | $3,067 | $16,471-81.4% | $14,116-78.3% | $12,270-75.0% |