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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 | $441,575 | $209,336+110.9% | $197,124+124.0% | $137,256+221.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.76% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $17,403 | $6,591+164.0% | $6,227+179.5% | $4,156+318.7% |
| Participant deferral / active EE | $14,836 | $9,614+54.3% | $9,135+62.4% | $6,407+131.6% |
| Admin fee / account holder | $13,999 | $17,308-19.1% | $16,298-14.1% | $12,270+14.1% |