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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 | $416,868 | $156,398+166.5% | $147,318+183.0% | $138,895+200.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.21% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $14,874 | $4,853+206.5% | $4,593+223.8% | $4,194+254.6% |
| Participant deferral / active EE | $16,625 | $8,237+101.8% | $7,906+110.3% | $6,396+159.9% |
| Admin fee / account holder | $33,343 | $14,976+122.6% | $13,708+143.2% | $12,562+165.4% |