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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 | $442,819 | $156,398+183.1% | $147,318+200.6% | $138,895+218.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.90% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $12,350 | $4,853+154.5% | $4,593+168.9% | $4,194+194.5% |
| Participant deferral / active EE | $12,350 | $8,237+49.9% | $7,906+56.2% | $6,396+93.1% |
| Admin fee / account holder | $951 | $14,976-93.7% | $13,708-93.1% | $12,562-92.4% |