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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 | $472,119 | $155,555+203.5% | $146,866+221.5% | $155,188+204.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.63% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,710 | $4,647-20.2% | $4,425-16.2% | $4,248-12.7% |
| Participant deferral / active EE | $16,402 | $8,044+103.9% | $7,759+111.4% | $6,531+151.1% |
| Admin fee / account holder | $2,907 | $14,755-80.3% | $13,620-78.7% | $14,480-79.9% |