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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 | $480,069 | $154,228+211.3% | $145,433+230.1% | $137,256+249.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.49% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $7,532 | $4,804+56.8% | $4,554+65.4% | $4,156+81.2% |
| Participant deferral / active EE | $24,028 | $8,216+192.4% | $7,897+204.3% | $6,407+275.0% |
| Admin fee / account holder | $29,793 | $14,344+107.7% | $13,129+126.9% | $12,270+142.8% |