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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 | $332,724 | $212,386+56.7% | $199,883+66.5% | $138,895+139.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 33.66% | 47.75%-14.1pp | 43.81%-10.2pp | 145.39%-111.7pp |
| Employer contribution / active EE | $13,108 | $6,625+97.9% | $6,261+109.3% | $4,194+212.5% |
| Participant deferral / active EE | $10,922 | $9,617+13.6% | $9,138+19.5% | $6,396+70.8% |
| Admin fee / account holder | $18,304 | $18,233+0.4% | $17,268+6.0% | $12,562+45.7% |