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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 | $376,897 | $172,111+119.0% | $150,298+150.8% | $137,256+174.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 69.37%-50.0pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $9,540 | $4,636+105.8% | $4,154+129.7% | $4,156+129.5% |
| Participant deferral / active EE | $10,005 | $6,166+62.3% | $5,453+83.5% | $6,407+56.2% |
| Admin fee / account holder | $927 | $16,471-94.4% | $14,116-93.4% | $12,270-92.4% |