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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 | $428,301 | $154,228+177.7% | $145,433+194.5% | $137,256+212.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.92% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $35,431 | $4,804+637.5% | $4,554+677.9% | $4,156+752.5% |
| Participant deferral / active EE | $18,002 | $8,216+119.1% | $7,897+127.9% | $6,407+181.0% |
| Admin fee / account holder | $1,472 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |