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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 | $154,228+134.1% | $145,433+148.2% | $137,256+163.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $17,912 | $4,804+272.8% | $4,554+293.3% | $4,156+331.0% |
| Participant deferral / active EE | $17,144 | $8,216+108.7% | $7,897+117.1% | $6,407+167.6% |
| Admin fee / account holder | $14,413 | $14,344+0.5% | $13,129+9.8% | $12,270+17.5% |