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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 | $649,029 | $172,111+277.1% | $150,298+331.8% | $137,256+372.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.68% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,297 | $4,636-7.3% | $4,154+3.4% | $4,156+3.4% |
| Participant deferral / active EE | $25,584 | $6,166+314.9% | $5,453+369.2% | $6,407+299.3% |
| Admin fee / account holder | $6,000 | $16,471-63.6% | $14,116-57.5% | $12,270-51.1% |