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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 | $212,386+85.1% | $199,883+96.7% | $138,895+183.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.76% | 47.75%-35.0pp | 43.81%-31.1pp | 145.39%-132.6pp |
| Employer contribution / active EE | $15,159 | $6,625+128.8% | $6,261+142.1% | $4,194+261.4% |
| Participant deferral / active EE | $10,425 | $9,617+8.4% | $9,138+14.1% | $6,396+63.0% |
| Admin fee / account holder | $6,167 | $18,233-66.2% | $17,268-64.3% | $12,562-50.9% |