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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 | $322,689 | $157,304+105.1% | $141,197+128.5% | $152,909+111.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $5,633 | $5,263+7.0% | $4,736+18.9% | $4,764+18.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,209 | $12,126+0.7% | $10,265+18.9% | $11,601+5.2% |