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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 | $405,383 | $197,594+105.2% | $177,822+128.0% | $158,931+155.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.95% | 58.76%-42.8pp | 48.32%-32.4pp | 302.86%-286.9pp |
| Employer contribution / active EE | $10,754 | $6,697+60.6% | $5,918+81.7% | $4,761+125.9% |
| Participant deferral / active EE | $4,371 | $8,405-48.0% | $7,714-43.3% | $5,982-26.9% |
| Admin fee / account holder | $12,388 | $15,400-19.6% | $12,428-0.3% | $11,247+10.1% |