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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 | $496,269 | $156,398+217.3% | $147,318+236.9% | $138,895+257.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.71% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $18,239 | $4,853+275.8% | $4,593+297.1% | $4,194+334.9% |
| Participant deferral / active EE | $7,900 | $8,237-4.1% | $7,906-0.1% | $6,396+23.5% |
| Admin fee / account holder | $4,297 | $14,976-71.3% | $13,708-68.7% | $12,562-65.8% |