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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 | $570,168 | $156,398+264.6% | $147,318+287.0% | $138,895+310.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.62% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $41,317 | $4,853+751.3% | $4,593+799.6% | $4,194+885.1% |
| Participant deferral / active EE | $26,713 | $8,237+224.3% | $7,906+237.9% | $6,396+317.6% |
| Admin fee / account holder | $1,904 | $14,976-87.3% | $13,708-86.1% | $12,562-84.8% |