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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 | $517,952 | $156,398+231.2% | $147,318+251.6% | $138,895+272.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.99% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,272 | $4,853-53.2% | $4,593-50.5% | $4,194-45.8% |
| Participant deferral / active EE | $13,473 | $8,237+63.6% | $7,906+70.4% | $6,396+110.6% |
| Admin fee / account holder | $13,458 | $14,976-10.1% | $13,708-1.8% | $12,562+7.1% |