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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 | $162,136+122.7% | $152,301+137.1% | $154,746+133.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.72% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $17,912 | $4,890+266.3% | $4,624+287.3% | $4,379+309.0% |
| Participant deferral / active EE | $17,144 | $8,341+105.5% | $8,004+114.2% | $6,730+154.7% |
| Admin fee / account holder | $14,413 | $15,759-8.5% | $14,398+0.1% | $14,365+0.3% |