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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 | $699,602 | $156,398+347.3% | $147,318+374.9% | $138,895+403.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.21% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,861 | $4,853-41.1% | $4,593-37.7% | $4,194-31.8% |
| Participant deferral / active EE | $21,400 | $8,237+159.8% | $7,906+170.7% | $6,396+234.6% |
| Admin fee / account holder | $5,735 | $14,976-61.7% | $13,708-58.2% | $12,562-54.3% |