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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 | $621,394 | $114,119+444.5% | $107,187+479.7% | $138,895+347.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.60% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,985 | $4,059-1.8% | $3,782+5.4% | $4,194-5.0% |
| Participant deferral / active EE | $11,278 | $5,538+103.7% | $5,096+121.3% | $6,396+76.3% |
| Admin fee / account holder | $5,909 | $10,024-41.0% | $9,162-35.5% | $12,562-53.0% |