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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 | $331,036 | $178,174+85.8% | $156,181+112.0% | $137,256+141.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.37% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $17,206 | $4,972+246.1% | $4,294+300.7% | $4,156+314.0% |
| Participant deferral / active EE | $11,885 | $6,888+72.5% | $6,132+93.8% | $6,407+85.5% |
| Admin fee / account holder | $18,549 | $17,404+6.6% | $14,586+27.2% | $12,270+51.2% |