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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 | $301,868 | $148,582+103.2% | $135,942+122.1% | $139,456+116.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.27% | 79.26%-63.0pp | 68.28%-52.0pp | 373.45%-357.2pp |
| Employer contribution / active EE | $7,765 | $5,245+48.1% | $4,858+59.9% | $4,753+63.4% |
| Participant deferral / active EE | $16,185 | $8,101+99.8% | $7,759+108.6% | $6,711+141.2% |
| Admin fee / account holder | $11,477 | $12,402-7.5% | $10,764+6.6% | $11,407+0.6% |