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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 | $368,472 | $209,336+76.0% | $197,124+86.9% | $137,256+168.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.05% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $18,670 | $6,591+183.3% | $6,227+199.8% | $4,156+349.2% |
| Participant deferral / active EE | $20,556 | $9,614+113.8% | $9,135+125.0% | $6,407+220.8% |
| Admin fee / account holder | $506 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |