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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 | $601,517 | $183,627+227.6% | $155,602+286.6% | $145,978+312.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.99% | 61.32%-46.3pp | 64.81%-49.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,666 | $5,316-68.7% | $4,675-64.4% | $4,662-64.3% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,690+52.0% |
| Admin fee / account holder | $4,994 | $19,327-74.2% | $15,923-68.6% | $13,400-62.7% |