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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 | $370,638 | $156,398+137.0% | $147,318+151.6% | $138,895+166.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.39% | 78.75%-66.4pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $4,754 | $4,853-2.0% | $4,593+3.5% | $4,194+13.3% |
| Participant deferral / active EE | $20,861 | $8,237+153.2% | $7,906+163.8% | $6,396+226.1% |
| Admin fee / account holder | $18,128 | $14,976+21.0% | $13,708+32.2% | $12,562+44.3% |