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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 | $447,868 | $154,228+190.4% | $145,433+208.0% | $137,256+226.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.49% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $30,159 | $4,804+527.8% | $4,554+562.2% | $4,156+625.7% |
| Participant deferral / active EE | $20,750 | $8,216+152.5% | $7,897+162.7% | $6,407+223.9% |
| Admin fee / account holder | $1,896 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |