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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 | $389,799 | $156,398+149.2% | $147,318+164.6% | $138,895+180.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.30% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $7,844 | $4,853+61.6% | $4,593+70.8% | $4,194+87.0% |
| Participant deferral / active EE | $18,671 | $8,237+126.7% | $7,906+136.2% | $6,396+191.9% |
| Admin fee / account holder | $3,711 | $14,976-75.2% | $13,708-72.9% | $12,562-70.5% |