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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 | $505,996 | $156,398+223.5% | $147,318+243.5% | $138,895+264.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.25% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,754 | $4,853-63.9% | $4,593-61.8% | $4,194-58.2% |
| Participant deferral / active EE | $12,611 | $8,237+53.1% | $7,906+59.5% | $6,396+97.2% |
| Admin fee / account holder | $3,719 | $14,976-75.2% | $13,708-72.9% | $12,562-70.4% |