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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 | $365,982 | $154,228+137.3% | $145,433+151.7% | $137,256+166.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.89% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $16,667 | $4,804+246.9% | $4,554+265.9% | $4,156+301.0% |
| Participant deferral / active EE | $17,437 | $8,216+112.2% | $7,897+120.8% | $6,407+172.2% |
| Admin fee / account holder | $2,358 | $14,344-83.6% | $13,129-82.0% | $12,270-80.8% |