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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 | $379,717 | $181,896+108.8% | $156,551+142.6% | $273,972+38.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 108.78% | 30.74%+78.0pp | 32.23%+76.6pp | 41.46%+67.3pp |
| Employer contribution / active EE | $17,477 | $6,248+179.7% | $5,501+217.7% | $4,869+259.0% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $1,756 | $15,560-88.7% | $13,028-86.5% | $10,133-82.7% |