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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 | $622,578 | $196,972+216.1% | $182,262+241.6% | $198,609+213.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.99% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $4,033 | $5,364-24.8% | $5,046-20.1% | $5,055-20.2% |
| Participant deferral / active EE | $12,570 | $8,643+45.4% | $8,276+51.9% | $6,977+80.2% |
| Admin fee / account holder | $4,049 | $18,429-78.0% | $16,712-75.8% | $19,030-78.7% |