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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 | $573,555 | $174,379+228.9% | $152,093+277.1% | $138,895+312.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.00% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,468 | $4,652-46.9% | $4,175-40.9% | $4,194-41.2% |
| Participant deferral / active EE | $17,500 | $6,159+184.1% | $5,451+221.0% | $6,396+173.6% |
| Admin fee / account holder | $2,211 | $16,880-86.9% | $14,497-84.8% | $12,562-82.4% |