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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 | $523,437 | $178,174+193.8% | $156,181+235.1% | $137,256+281.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,253 | $4,972-54.7% | $4,294-47.5% | $4,156-45.8% |
| Participant deferral / active EE | $17,827 | $6,888+158.8% | $6,132+190.7% | $6,407+178.2% |
| Admin fee / account holder | $5,239 | $17,404-69.9% | $14,586-64.1% | $12,270-57.3% |