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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 | $732,111 | $174,379+319.8% | $152,093+381.4% | $138,895+427.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.55% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $3,078 | $4,652-33.8% | $4,175-26.3% | $4,194-26.6% |
| Participant deferral / active EE | $5,764 | $6,159-6.4% | $5,451+5.7% | $6,396-9.9% |
| Admin fee / account holder | $5,733 | $16,880-66.0% | $14,497-60.5% | $12,562-54.4% |