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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 | $371,170 | $156,398+137.3% | $147,318+152.0% | $138,895+167.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.31% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $44,704 | $4,853+821.1% | $4,593+873.3% | $4,194+965.8% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $1,075 | $14,976-92.8% | $13,708-92.2% | $12,562-91.4% |