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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 | $391,492 | $174,379+124.5% | $152,093+157.4% | $138,895+181.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.85% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $26,351 | $4,652+466.5% | $4,175+531.2% | $4,194+528.3% |
| Participant deferral / active EE | $11,750 | $6,159+90.8% | $5,451+115.5% | $6,396+83.7% |
| Admin fee / account holder | $1,887 | $16,880-88.8% | $14,497-87.0% | $12,562-85.0% |