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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 | $448,852 | $154,228+191.0% | $145,433+208.6% | $137,256+227.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.22% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,695 | $4,804+81.0% | $4,554+90.9% | $4,156+109.2% |
| Participant deferral / active EE | $12,080 | $8,216+47.0% | $7,897+53.0% | $6,407+88.6% |
| Admin fee / account holder | $7,198 | $14,344-49.8% | $13,129-45.2% | $12,270-41.3% |