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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 | $359,727 | $156,398+130.0% | $147,318+144.2% | $138,895+159.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.74% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $6,966 | $4,853+43.5% | $4,593+51.7% | $4,194+66.1% |
| Participant deferral / active EE | $19,979 | $8,237+142.5% | $7,906+152.7% | $6,396+212.4% |
| Admin fee / account holder | $629 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |