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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 | $583,832 | $155,555+275.3% | $146,866+297.5% | $155,188+276.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.06% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,686 | $4,647+0.8% | $4,425+5.9% | $4,248+10.3% |
| Participant deferral / active EE | $12,114 | $8,044+50.6% | $7,759+56.1% | $6,531+85.5% |
| Admin fee / account holder | $16,884 | $14,755+14.4% | $13,620+24.0% | $14,480+16.6% |