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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 | $312,948 | $157,296+99.0% | $141,191+121.6% | $152,897+104.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.19% | 64.34%-41.2pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $5,029 | $5,262-4.4% | $4,736+6.2% | $4,764+5.6% |
| Participant deferral / active EE | $6,197 | $7,111-12.8% | $6,710-7.6% | $5,851+5.9% |
| Admin fee / account holder | $8,673 | $12,125-28.5% | $10,264-15.5% | $11,599-25.2% |