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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 | $516,339 | $154,228+234.8% | $145,433+255.0% | $137,256+276.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.51% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,598 | $4,804-66.7% | $4,554-64.9% | $4,156-61.5% |
| Participant deferral / active EE | $5,109 | $8,216-37.8% | $7,897-35.3% | $6,407-20.3% |
| Admin fee / account holder | $2,774 | $14,344-80.7% | $13,129-78.9% | $12,270-77.4% |