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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 | $504,587 | $209,336+141.0% | $197,124+156.0% | $137,256+267.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.18% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,505 | $6,591-46.8% | $6,227-43.7% | $4,156-15.7% |
| Participant deferral / active EE | $13,144 | $9,614+36.7% | $9,135+43.9% | $6,407+105.2% |
| Admin fee / account holder | $5,047 | $17,308-70.8% | $16,298-69.0% | $12,270-58.9% |