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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 | $411,702 | $172,758+138.3% | $149,600+175.2% | $138,895+196.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 10.35% | 181.17%-170.8pp | 129.59%-119.2pp | 145.39%-135.0pp |
| Employer contribution / active EE | $9,610 | $4,778+101.1% | $4,193+129.2% | $4,194+129.1% |
| Participant deferral / active EE | $28,694 | $8,180+250.8% | $7,203+298.4% | $6,396+348.6% |
| Admin fee / account holder | $2,437 | $17,615-86.2% | $13,963-82.5% | $12,562-80.6% |