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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 | $550,415 | $154,228+256.9% | $145,433+278.5% | $137,256+301.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.92% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,395 | $4,804+33.1% | $4,554+40.4% | $4,156+53.9% |
| Participant deferral / active EE | $22,653 | $8,216+175.7% | $7,897+186.8% | $6,407+253.6% |
| Admin fee / account holder | $5,964 | $14,344-58.4% | $13,129-54.6% | $12,270-51.4% |