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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 | $462,572 | $154,228+199.9% | $145,433+218.1% | $137,256+237.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.20% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,351 | $4,804-30.3% | $4,554-26.4% | $4,156-19.4% |
| Participant deferral / active EE | $13,114 | $8,216+59.6% | $7,897+66.1% | $6,407+104.7% |
| Admin fee / account holder | $118,632 | $14,344+727.1% | $13,129+803.6% | $12,270+866.8% |