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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 | $402,006 | $185,312+116.9% | $161,489+148.9% | $154,746+159.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.09% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $18,265 | $4,769+283.0% | $4,268+327.9% | $4,379+317.1% |
| Participant deferral / active EE | $8,978 | $6,350+41.4% | $5,630+59.5% | $6,730+33.4% |
| Admin fee / account holder | $1,259 | $18,654-93.3% | $16,006-92.1% | $14,365-91.2% |