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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 | $553,605 | $182,442+203.4% | $163,379+238.8% | $138,895+298.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.31% | 72.74%-56.4pp | 63.41%-47.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,671 | $4,159+12.3% | $3,752+24.5% | $4,194+11.4% |
| Participant deferral / active EE | $5,415 | $6,817-20.6% | $6,282-13.8% | $6,396-15.3% |
| Admin fee / account holder | $2,341 | $10,396-77.5% | $9,818-76.2% | $12,562-81.4% |