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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 | $393,884 | $156,398+151.8% | $147,318+167.4% | $138,895+183.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.26% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $23,301 | $4,853+380.1% | $4,593+407.3% | $4,194+455.5% |
| Participant deferral / active EE | $13,939 | $8,237+69.2% | $7,906+76.3% | $6,396+117.9% |
| Admin fee / account holder | $3,826 | $14,976-74.5% | $13,708-72.1% | $12,562-69.5% |