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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 | $619,231 | $223,823+176.7% | $211,142+193.3% | $154,746+300.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.13% | 50.39%-31.3pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,882 | $6,787-13.3% | $6,442-8.7% | $4,379+34.3% |
| Participant deferral / active EE | $13,040 | $9,750+33.7% | $9,284+40.5% | $6,730+93.7% |
| Admin fee / account holder | $18,824 | $19,707-4.5% | $19,076-1.3% | $14,365+31.0% |