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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 | $627,483 | $154,228+306.9% | $145,433+331.5% | $137,256+357.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,803 | $4,804-20.8% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $12,479 | $8,216+51.9% | $7,897+58.0% | $6,407+94.8% |
| Admin fee / account holder | $4,628 | $14,344-67.7% | $13,129-64.7% | $12,270-62.3% |