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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 | $375,694 | $156,398+140.2% | $147,318+155.0% | $138,895+170.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.34% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $19,787 | $4,853+307.7% | $4,593+330.8% | $4,194+371.8% |
| Participant deferral / active EE | $22,346 | $8,237+171.3% | $7,906+182.6% | $6,396+249.4% |
| Admin fee / account holder | $2,441 | $14,976-83.7% | $13,708-82.2% | $12,562-80.6% |