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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 | $401,590 | $162,136+147.7% | $152,301+163.7% | $154,746+159.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.52% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,034 | $4,890+2.9% | $4,624+8.9% | $4,379+15.0% |
| Participant deferral / active EE | $16,349 | $8,341+96.0% | $8,004+104.3% | $6,730+142.9% |
| Admin fee / account holder | $2,039 | $15,759-87.1% | $14,398-85.8% | $14,365-85.8% |