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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 | $367,217 | $162,136+126.5% | $152,301+141.1% | $154,746+137.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.79% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $7,859 | $4,890+60.7% | $4,624+69.9% | $4,379+79.5% |
| Participant deferral / active EE | $25,002 | $8,341+199.8% | $8,004+212.4% | $6,730+271.5% |
| Admin fee / account holder | $1,785 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |