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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 | $598,520 | $196,972+203.9% | $182,262+228.4% | $198,609+201.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.32% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,991 | $5,364-44.2% | $5,046-40.7% | $5,055-40.8% |
| Participant deferral / active EE | $12,086 | $8,643+39.8% | $8,276+46.0% | $6,977+73.2% |
| Admin fee / account holder | $4,553 | $18,429-75.3% | $16,712-72.8% | $19,030-76.1% |