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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 | $1,099,281 | $174,379+530.4% | $152,093+622.8% | $138,895+691.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.13% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,373 | $4,652-27.5% | $4,175-19.2% | $4,194-19.6% |
| Participant deferral / active EE | $21,134 | $6,159+243.1% | $5,451+287.7% | $6,396+230.4% |
| Admin fee / account holder | $4,809 | $16,880-71.5% | $14,497-66.8% | $12,562-61.7% |