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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 | $327,934 | $156,398+109.7% | $147,318+122.6% | $138,895+136.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.97% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $26,558 | $4,853+447.2% | $4,593+478.2% | $4,194+533.2% |
| Participant deferral / active EE | $9,248 | $8,237+12.3% | $7,906+17.0% | $6,396+44.6% |
| Admin fee / account holder | $785 | $14,976-94.8% | $13,708-94.3% | $12,562-93.7% |