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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 | $347,889 | $209,336+66.2% | $197,124+76.5% | $137,256+153.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.95% | 48.09%-25.1pp | 44.34%-21.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $30,822 | $6,591+367.7% | $6,227+394.9% | $4,156+641.6% |
| Participant deferral / active EE | $21,136 | $9,614+119.8% | $9,135+131.4% | $6,407+229.9% |
| Admin fee / account holder | $2,063 | $17,308-88.1% | $16,298-87.3% | $12,270-83.2% |