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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 | $562,328 | $114,119+392.8% | $107,187+424.6% | $138,895+304.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.34% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,873 | $4,059-53.8% | $3,782-50.5% | $4,194-55.3% |
| Participant deferral / active EE | $17,950 | $5,538+224.1% | $5,096+252.2% | $6,396+180.6% |
| Admin fee / account holder | $302 | $10,024-97.0% | $9,162-96.7% | $12,562-97.6% |