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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 | $562,220 | $275,752+103.9% | $256,809+118.9% | $198,609+183.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.53% | 34.81%-18.3pp | 32.73%-16.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $6,413 | $7,721-16.9% | $7,263-11.7% | $5,055+26.9% |
| Participant deferral / active EE | $18,186 | $10,037+81.2% | $9,520+91.0% | $6,977+160.7% |
| Admin fee / account holder | $462 | $25,716-98.2% | $25,146-98.2% | $19,030-97.6% |