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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 | $474,193 | $154,228+207.5% | $145,433+226.1% | $137,256+245.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,214 | $4,804-12.3% | $4,554-7.5% | $4,156+1.4% |
| Participant deferral / active EE | $15,493 | $8,216+88.6% | $7,897+96.2% | $6,407+141.8% |
| Admin fee / account holder | $10,976 | $14,344-23.5% | $13,129-16.4% | $12,270-10.6% |