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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 | $560,071 | $162,136+245.4% | $152,301+267.7% | $154,746+261.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.60% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,754 | $4,890-23.2% | $4,624-18.8% | $4,379-14.3% |
| Participant deferral / active EE | $4,896 | $8,341-41.3% | $8,004-38.8% | $6,730-27.3% |
| Admin fee / account holder | $16,960 | $15,759+7.6% | $14,398+17.8% | $14,365+18.1% |