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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 | $367,734 | $154,228+138.4% | $145,433+152.9% | $137,256+167.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,370 | $4,804+53.4% | $4,554+61.8% | $4,156+77.3% |
| Participant deferral / active EE | $22,689 | $8,216+176.1% | $7,897+187.3% | $6,407+254.1% |
| Admin fee / account holder | $30,578 | $14,344+113.2% | $13,129+132.9% | $12,270+149.2% |