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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 | $436,276 | $154,228+182.9% | $145,433+200.0% | $137,256+217.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.06% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,105 | $4,804+47.9% | $4,554+56.0% | $4,156+71.0% |
| Participant deferral / active EE | $17,520 | $8,216+113.2% | $7,897+121.8% | $6,407+173.5% |
| Admin fee / account holder | $684 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |