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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 | $483,316 | $155,555+210.7% | $146,866+229.1% | $155,188+211.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.86% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $5,556 | $4,647+19.6% | $4,425+25.6% | $4,248+30.8% |
| Participant deferral / active EE | $23,616 | $8,044+193.6% | $7,759+204.4% | $6,531+261.6% |
| Admin fee / account holder | $2,096 | $14,755-85.8% | $13,620-84.6% | $14,480-85.5% |