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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 | $589,525 | $172,111+242.5% | $150,298+292.2% | $137,256+329.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.37% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,771 | $4,636-40.2% | $4,154-33.3% | $4,156-33.3% |
| Participant deferral / active EE | $13,900 | $6,166+125.4% | $5,453+154.9% | $6,407+117.0% |
| Admin fee / account holder | $5,823 | $16,471-64.6% | $14,116-58.8% | $12,270-52.5% |