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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 | $418,212 | $154,228+171.2% | $145,433+187.6% | $137,256+204.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $19,722 | $4,804+310.5% | $4,554+333.0% | $4,156+374.5% |
| Participant deferral / active EE | $21,917 | $8,216+166.7% | $7,897+177.5% | $6,407+242.1% |
| Admin fee / account holder | $3,333 | $14,344-76.8% | $13,129-74.6% | $12,270-72.8% |