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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 | $212,386+107.9% | $199,883+120.9% | $138,895+217.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.76% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.6pp |
| Employer contribution / active EE | $17,403 | $6,625+162.7% | $6,261+177.9% | $4,194+314.9% |
| Participant deferral / active EE | $14,836 | $9,617+54.3% | $9,138+62.3% | $6,396+131.9% |
| Admin fee / account holder | $13,999 | $18,233-23.2% | $17,268-18.9% | $12,562+11.4% |