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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 | $156,398+194.7% | $147,318+212.9% | $138,895+231.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.04% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,250 | $4,853-74.2% | $4,593-72.8% | $4,194-70.2% |
| Participant deferral / active EE | $8,646 | $8,237+5.0% | $7,906+9.4% | $6,396+35.2% |
| Admin fee / account holder | $3,542 | $14,976-76.3% | $13,708-74.2% | $12,562-71.8% |