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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 | $585,368 | $154,228+279.5% | $145,433+302.5% | $137,256+326.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,558 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $11,099 | $8,216+35.1% | $7,897+40.5% | $6,407+73.2% |
| Admin fee / account holder | $8,625 | $14,344-39.9% | $13,129-34.3% | $12,270-29.7% |