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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 | $209,336+72.0% | $197,124+82.7% | $137,256+162.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.06% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $16,949 | $6,591+157.2% | $6,227+172.2% | $4,156+307.8% |
| Participant deferral / active EE | $8,943 | $9,614-7.0% | $9,135-2.1% | $6,407+39.6% |
| Admin fee / account holder | $17,252 | $17,308-0.3% | $16,298+5.9% | $12,270+40.6% |