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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 | $320,310 | $154,228+107.7% | $145,433+120.2% | $137,256+133.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.13% | 74.59%-61.5pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,047 | $4,804+67.5% | $4,554+76.7% | $4,156+93.6% |
| Participant deferral / active EE | $13,354 | $8,216+62.5% | $7,897+69.1% | $6,407+108.4% |
| Admin fee / account holder | $19,895 | $14,344+38.7% | $13,129+51.5% | $12,270+62.1% |