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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 | $162,136+126.8% | $152,301+141.5% | $154,746+137.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.21% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $7,370 | $4,890+50.7% | $4,624+59.4% | $4,379+68.3% |
| Participant deferral / active EE | $22,689 | $8,341+172.0% | $8,004+183.5% | $6,730+237.1% |
| Admin fee / account holder | $30,578 | $15,759+94.0% | $14,398+112.4% | $14,365+112.9% |