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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 | $478,898 | $154,228+210.5% | $145,433+229.3% | $137,256+248.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.06% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $14,735 | $4,804+206.7% | $4,554+223.5% | $4,156+254.5% |
| Participant deferral / active EE | $16,103 | $8,216+96.0% | $7,897+103.9% | $6,407+151.3% |
| Admin fee / account holder | $1,726 | $14,344-88.0% | $13,129-86.9% | $12,270-85.9% |