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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 | $354,762 | $156,398+126.8% | $147,318+140.8% | $138,895+155.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.80% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $9,622 | $4,853+98.3% | $4,593+109.5% | $4,194+129.4% |
| Participant deferral / active EE | $26,505 | $8,237+221.8% | $7,906+235.2% | $6,396+314.4% |
| Admin fee / account holder | $6,598 | $14,976-55.9% | $13,708-51.9% | $12,562-47.5% |