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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 | $547,647 | $178,174+207.4% | $156,181+250.6% | $137,256+299.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 12.18% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $20,116 | $4,972+304.6% | $4,294+368.5% | $4,156+384.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,300 | $17,404+68.4% | $14,586+100.9% | $12,270+138.8% |