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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 | $430,497 | $156,398+175.3% | $147,318+192.2% | $138,895+209.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.94% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $26,790 | $4,853+452.0% | $4,593+483.3% | $4,194+538.7% |
| Participant deferral / active EE | $31,489 | $8,237+282.3% | $7,906+298.3% | $6,396+392.3% |
| Admin fee / account holder | $12,628 | $14,976-15.7% | $13,708-7.9% | $12,562+0.5% |