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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 | $431,751 | $156,398+176.1% | $147,318+193.1% | $138,895+210.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.38% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,402 | $4,853-50.5% | $4,593-47.7% | $4,194-42.7% |
| Participant deferral / active EE | $16,084 | $8,237+95.3% | $7,906+103.4% | $6,396+151.5% |
| Admin fee / account holder | $2,251 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |