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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 | $156,398+165.0% | $147,318+181.3% | $138,895+198.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.34% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $10,763 | $4,853+121.8% | $4,593+134.3% | $4,194+156.6% |
| Participant deferral / active EE | $12,776 | $8,237+55.1% | $7,906+61.6% | $6,396+99.7% |
| Admin fee / account holder | $3,278 | $14,976-78.1% | $13,708-76.1% | $12,562-73.9% |