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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 | $526,660 | $156,398+236.7% | $147,318+257.5% | $138,895+279.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.15% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,711 | $4,853-2.9% | $4,593+2.6% | $4,194+12.3% |
| Participant deferral / active EE | $18,067 | $8,237+119.3% | $7,906+128.5% | $6,396+182.5% |
| Admin fee / account holder | $5,023 | $14,976-66.5% | $13,708-63.4% | $12,562-60.0% |