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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 | $577,418 | $154,228+274.4% | $145,433+297.0% | $137,256+320.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.47% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,560 | $4,804+99.0% | $4,554+109.9% | $4,156+130.0% |
| Participant deferral / active EE | $25,900 | $8,216+215.2% | $7,897+228.0% | $6,407+304.3% |
| Admin fee / account holder | $1,348 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |