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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 | $383,853 | $172,111+123.0% | $150,298+155.4% | $137,256+179.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.95% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,842 | $4,636+26.0% | $4,154+40.6% | $4,156+40.6% |
| Participant deferral / active EE | $24,728 | $6,166+301.1% | $5,453+353.5% | $6,407+286.0% |
| Admin fee / account holder | $16,305 | $16,471-1.0% | $14,116+15.5% | $12,270+32.9% |