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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 | $474,347 | $185,312+156.0% | $161,489+193.7% | $154,746+206.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.87% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $14,472 | $4,769+203.4% | $4,268+239.1% | $4,379+230.5% |
| Participant deferral / active EE | $14,337 | $6,350+125.8% | $5,630+154.7% | $6,730+113.0% |
| Admin fee / account holder | $11,581 | $18,654-37.9% | $16,006-27.6% | $14,365-19.4% |