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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 | $393,123 | $209,336+87.8% | $197,124+99.4% | $137,256+186.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.76% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $15,159 | $6,591+130.0% | $6,227+143.4% | $4,156+264.7% |
| Participant deferral / active EE | $10,425 | $9,614+8.4% | $9,135+14.1% | $6,407+62.7% |
| Admin fee / account holder | $6,167 | $17,308-64.4% | $16,298-62.2% | $12,270-49.7% |