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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 | $360,067 | $212,386+69.5% | $199,883+80.1% | $138,895+159.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.06% | 47.75%-31.7pp | 43.81%-27.8pp | 145.39%-129.3pp |
| Employer contribution / active EE | $16,949 | $6,625+155.8% | $6,261+170.7% | $4,194+304.1% |
| Participant deferral / active EE | $8,943 | $9,617-7.0% | $9,138-2.1% | $6,396+39.8% |
| Admin fee / account holder | $17,252 | $18,233-5.4% | $17,268-0.1% | $12,562+37.3% |