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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 | $381,463 | $154,228+147.3% | $145,433+162.3% | $137,256+177.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $15,577 | $4,804+224.3% | $4,554+242.0% | $4,156+274.8% |
| Participant deferral / active EE | $15,590 | $8,216+89.7% | $7,897+97.4% | $6,407+143.3% |
| Admin fee / account holder | $7,797 | $14,344-45.6% | $13,129-40.6% | $12,270-36.5% |