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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 | $370,125 | $212,386+74.3% | $199,883+85.2% | $138,895+166.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.96% | 47.75%-26.8pp | 43.81%-22.8pp | 145.39%-124.4pp |
| Employer contribution / active EE | $33,531 | $6,625+406.2% | $6,261+435.5% | $4,194+699.4% |
| Participant deferral / active EE | $19,328 | $9,617+101.0% | $9,138+111.5% | $6,396+202.2% |
| Admin fee / account holder | $1,843 | $18,233-89.9% | $17,268-89.3% | $12,562-85.3% |