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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 | $431,764 | $156,398+176.1% | $147,318+193.1% | $138,895+210.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $7,981 | $4,853+64.5% | $4,593+73.8% | $4,194+90.3% |
| Participant deferral / active EE | $14,418 | $8,237+75.0% | $7,906+82.4% | $6,396+125.4% |
| Admin fee / account holder | $909 | $14,976-93.9% | $13,708-93.4% | $12,562-92.8% |