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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 | $310,543 | $154,228+101.4% | $145,433+113.5% | $137,256+126.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.29% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $7,400 | $4,804+54.0% | $4,554+62.5% | $4,156+78.1% |
| Participant deferral / active EE | $17,898 | $8,216+117.8% | $7,897+126.6% | $6,407+179.4% |
| Admin fee / account holder | $5,342 | $14,344-62.8% | $13,129-59.3% | $12,270-56.5% |