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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 | $162,136+125.7% | $152,301+140.3% | $154,746+136.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.89% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $16,667 | $4,890+240.8% | $4,624+260.4% | $4,379+280.6% |
| Participant deferral / active EE | $17,437 | $8,341+109.1% | $8,004+117.9% | $6,730+159.1% |
| Admin fee / account holder | $2,358 | $15,759-85.0% | $14,398-83.6% | $14,365-83.6% |