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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 | $498,218 | $172,111+189.5% | $150,298+231.5% | $137,256+263.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.90% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,906 | $4,636+27.4% | $4,154+42.2% | $4,156+42.1% |
| Participant deferral / active EE | $18,536 | $6,166+200.6% | $5,453+239.9% | $6,407+189.3% |
| Admin fee / account holder | $13,402 | $16,471-18.6% | $14,116-5.1% | $12,270+9.2% |