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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 | $364,733 | $157,276+131.9% | $141,177+158.4% | $152,885+138.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.35% | 64.33%-40.0pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $5,522 | $5,262+4.9% | $4,736+16.6% | $4,763+15.9% |
| Participant deferral / active EE | $13,500 | $7,110+89.9% | $6,710+101.2% | $5,851+130.7% |
| Admin fee / account holder | $11,636 | $12,123-4.0% | $10,263+13.4% | $11,598+0.3% |