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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 | $388,298 | $156,398+148.3% | $147,318+163.6% | $138,895+179.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.40% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $18,334 | $4,853+277.8% | $4,593+299.2% | $4,194+337.1% |
| Participant deferral / active EE | $12,870 | $8,237+56.2% | $7,906+62.8% | $6,396+101.2% |
| Admin fee / account holder | $6,667 | $14,976-55.5% | $13,708-51.4% | $12,562-46.9% |