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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 | $361,035 | $156,398+130.8% | $147,318+145.1% | $138,895+159.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.72% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $17,912 | $4,853+269.1% | $4,593+290.0% | $4,194+327.1% |
| Participant deferral / active EE | $17,144 | $8,237+108.1% | $7,906+116.8% | $6,396+168.0% |
| Admin fee / account holder | $14,413 | $14,976-3.8% | $13,708+5.1% | $12,562+14.7% |