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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 | $681,241 | $181,062+276.2% | $158,223+330.6% | $155,188+339.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.78% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,360 | $4,565-48.3% | $4,109-42.6% | $4,248-44.4% |
| Participant deferral / active EE | $11,057 | $6,134+80.2% | $5,467+102.3% | $6,531+69.3% |
| Admin fee / account holder | $4,284 | $18,825-77.2% | $16,047-73.3% | $14,480-70.4% |