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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 | $370,047 | $181,062+104.4% | $158,223+133.9% | $155,188+138.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.81% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $5,239 | $4,565+14.8% | $4,109+27.5% | $4,248+23.3% |
| Participant deferral / active EE | $10,791 | $6,134+75.9% | $5,467+97.4% | $6,531+65.2% |
| Admin fee / account holder | $1,564 | $18,825-91.7% | $16,047-90.3% | $14,480-89.2% |