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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 | $567,222 | $209,336+171.0% | $197,124+187.7% | $137,256+313.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 47.30% | 48.09%-0.8pp | 44.34%+3.0pp | 220.34%-173.0pp |
| Employer contribution / active EE | $4,150 | $6,591-37.0% | $6,227-33.4% | $4,156-0.2% |
| Participant deferral / active EE | $8,481 | $9,614-11.8% | $9,135-7.2% | $6,407+32.4% |
| Admin fee / account holder | $32,886 | $17,308+90.0% | $16,298+101.8% | $12,270+168.0% |