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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 | $510,557 | $154,228+231.0% | $145,433+251.1% | $137,256+272.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $14,265 | $4,804+196.9% | $4,554+213.2% | $4,156+243.2% |
| Participant deferral / active EE | $10,540 | $8,216+28.3% | $7,897+33.5% | $6,407+64.5% |
| Admin fee / account holder | $450 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |