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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 | $433,674 | $154,228+181.2% | $145,433+198.2% | $137,256+216.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,099 | $4,804-77.1% | $4,554-75.9% | $4,156-73.6% |
| Participant deferral / active EE | $15,866 | $8,216+93.1% | $7,897+100.9% | $6,407+147.6% |
| Admin fee / account holder | $29,325 | $14,344+104.4% | $13,129+123.4% | $12,270+139.0% |