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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 | $417,304 | $212,386+96.5% | $199,883+108.8% | $138,895+200.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 35.71% | 47.75%-12.0pp | 43.81%-8.1pp | 145.39%-109.7pp |
| Employer contribution / active EE | $14,304 | $6,625+115.9% | $6,261+128.5% | $4,194+241.0% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $715 | $18,233-96.1% | $17,268-95.9% | $12,562-94.3% |