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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 | $460,979 | $154,228+198.9% | $145,433+217.0% | $137,256+235.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.04% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,250 | $4,804-74.0% | $4,554-72.6% | $4,156-69.9% |
| Participant deferral / active EE | $8,646 | $8,216+5.2% | $7,897+9.5% | $6,407+35.0% |
| Admin fee / account holder | $3,542 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |