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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 | $129,737+333.4% | $119,126+372.0% | $154,746+263.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.34% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,873 | $4,375-57.2% | $4,034-53.6% | $4,379-57.2% |
| Participant deferral / active EE | $17,950 | $5,842+207.3% | $5,318+237.5% | $6,730+166.7% |
| Admin fee / account holder | $302 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |