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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 | $320,421 | $212,386+50.9% | $199,883+60.3% | $138,895+130.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.95% | 47.75%-28.8pp | 43.81%-24.9pp | 145.39%-126.4pp |
| Employer contribution / active EE | $10,130 | $6,625+52.9% | $6,261+61.8% | $4,194+141.5% |
| Participant deferral / active EE | $10,580 | $9,617+10.0% | $9,138+15.8% | $6,396+65.4% |
| Admin fee / account holder | $1,399 | $18,233-92.3% | $17,268-91.9% | $12,562-88.9% |