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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 | $500,125 | $174,379+186.8% | $152,093+228.8% | $138,895+260.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.97% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $4,454 | $4,652-4.3% | $4,175+6.7% | $4,194+6.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,367 | $16,880-3.0% | $14,497+12.9% | $12,562+30.3% |