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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 | $501,488 | $174,379+187.6% | $152,093+229.7% | $138,895+261.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.84% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $11,736 | $4,652+152.3% | $4,175+181.1% | $4,194+179.8% |
| Participant deferral / active EE | $8,812 | $6,159+43.1% | $5,451+61.6% | $6,396+37.8% |
| Admin fee / account holder | $2,947 | $16,880-82.5% | $14,497-79.7% | $12,562-76.5% |