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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 | $506,661 | $154,228+228.5% | $145,433+248.4% | $137,256+269.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,629 | $4,804-45.3% | $4,554-42.3% | $4,156-36.7% |
| Participant deferral / active EE | $5,153 | $8,216-37.3% | $7,897-34.8% | $6,407-19.6% |
| Admin fee / account holder | $2,528 | $14,344-82.4% | $13,129-80.7% | $12,270-79.4% |