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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 | $442,994 | $154,228+187.2% | $145,433+204.6% | $137,256+222.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $14,315 | $4,804+198.0% | $4,554+214.3% | $4,156+244.4% |
| Participant deferral / active EE | $21,700 | $8,216+164.1% | $7,897+174.8% | $6,407+238.7% |
| Admin fee / account holder | $8,826 | $14,344-38.5% | $13,129-32.8% | $12,270-28.1% |