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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 | $285,654 | $154,228+85.2% | $145,433+96.4% | $137,256+108.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.57% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,387 | $4,804+12.1% | $4,554+18.3% | $4,156+29.6% |
| Participant deferral / active EE | $15,722 | $8,216+91.3% | $7,897+99.1% | $6,407+145.4% |
| Admin fee / account holder | $387 | $14,344-97.3% | $13,129-97.1% | $12,270-96.8% |