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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 | $471,805 | $154,228+205.9% | $145,433+224.4% | $137,256+243.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,573 | $4,804+182.5% | $4,554+198.0% | $4,156+226.6% |
| Participant deferral / active EE | $18,956 | $8,216+130.7% | $7,897+140.0% | $6,407+195.9% |
| Admin fee / account holder | $5,322 | $14,344-62.9% | $13,129-59.5% | $12,270-56.6% |