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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 | $405,870 | $162,136+150.3% | $152,301+166.5% | $154,746+162.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.62% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $4,011 | $4,890-18.0% | $4,624-13.3% | $4,379-8.4% |
| Participant deferral / active EE | $13,789 | $8,341+65.3% | $8,004+72.3% | $6,730+104.9% |
| Admin fee / account holder | $314 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |