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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 | $154,228+241.5% | $145,433+262.1% | $137,256+283.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,711 | $4,804-1.9% | $4,554+3.4% | $4,156+13.3% |
| Participant deferral / active EE | $18,067 | $8,216+119.9% | $7,897+128.8% | $6,407+182.0% |
| Admin fee / account holder | $5,023 | $14,344-65.0% | $13,129-61.7% | $12,270-59.1% |