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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 | $1,476,439 | $178,174+728.6% | $156,181+845.3% | $137,256+975.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.91% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $7,172 | $4,972+44.3% | $4,294+67.0% | $4,156+72.6% |
| Participant deferral / active EE | $25,629 | $6,888+272.1% | $6,132+317.9% | $6,407+300.0% |
| Admin fee / account holder | $17,477 | $17,404+0.4% | $14,586+19.8% | $12,270+42.4% |