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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 | $535,396 | $154,228+247.1% | $145,433+268.1% | $137,256+290.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.86% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,233 | $4,804+29.7% | $4,554+36.8% | $4,156+50.0% |
| Participant deferral / active EE | $17,487 | $8,216+112.8% | $7,897+121.4% | $6,407+172.9% |
| Admin fee / account holder | $19,862 | $14,344+38.5% | $13,129+51.3% | $12,270+61.9% |