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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 | $414,446 | $154,228+168.7% | $145,433+185.0% | $137,256+202.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,763 | $4,804+124.0% | $4,554+136.3% | $4,156+159.0% |
| Participant deferral / active EE | $12,776 | $8,216+55.5% | $7,897+61.8% | $6,407+99.4% |
| Admin fee / account holder | $3,278 | $14,344-77.1% | $13,129-75.0% | $12,270-73.3% |