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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 | $317,244 | $154,228+105.7% | $145,433+118.1% | $137,256+131.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.01% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $6,609 | $4,804+37.6% | $4,554+45.1% | $4,156+59.0% |
| Participant deferral / active EE | $30,500 | $8,216+271.2% | $7,897+286.2% | $6,407+376.1% |
| Admin fee / account holder | $1,205 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |