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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 | $156,398+98.6% | $147,318+110.8% | $138,895+123.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.29% | 78.75%-58.5pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $7,400 | $4,853+52.5% | $4,593+61.1% | $4,194+76.4% |
| Participant deferral / active EE | $17,898 | $8,237+117.3% | $7,906+126.4% | $6,396+179.8% |
| Admin fee / account holder | $5,342 | $14,976-64.3% | $13,708-61.0% | $12,562-57.5% |