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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 | $364,674 | $154,228+136.5% | $145,433+150.8% | $137,256+165.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.71% | 74.59%-31.9pp | 66.58%-23.9pp | 220.34%-177.6pp |
| Employer contribution / active EE | $7,687 | $4,804+60.0% | $4,554+68.8% | $4,156+85.0% |
| Participant deferral / active EE | $9,512 | $8,216+15.8% | $7,897+20.4% | $6,407+48.5% |
| Admin fee / account holder | $1,936 | $14,344-86.5% | $13,129-85.3% | $12,270-84.2% |