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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 | $644,520 | $156,398+312.1% | $147,318+337.5% | $138,895+364.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.36% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $5,115 | $4,853+5.4% | $4,593+11.4% | $4,194+22.0% |
| Participant deferral / active EE | $23,931 | $8,237+190.5% | $7,906+202.7% | $6,396+274.1% |
| Admin fee / account holder | $4,276 | $14,976-71.4% | $13,708-68.8% | $12,562-66.0% |