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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 | $370,152 | $156,398+136.7% | $147,318+151.3% | $138,895+166.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.24% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $11,015 | $4,853+127.0% | $4,593+139.8% | $4,194+162.6% |
| Participant deferral / active EE | $17,561 | $8,237+113.2% | $7,906+122.1% | $6,396+174.6% |
| Admin fee / account holder | $1,667 | $14,976-88.9% | $13,708-87.8% | $12,562-86.7% |