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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 | $473,373 | $178,174+165.7% | $156,181+203.1% | $137,256+244.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.15% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,605 | $4,972-27.5% | $4,294-16.1% | $4,156-13.3% |
| Participant deferral / active EE | $32,875 | $6,888+377.3% | $6,132+436.1% | $6,407+413.1% |
| Admin fee / account holder | $2,796 | $17,404-83.9% | $14,586-80.8% | $12,270-77.2% |