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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 | $284,088 | $148,582+91.2% | $135,942+109.0% | $139,456+103.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.52% | 79.26%-56.7pp | 68.28%-45.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $3,374 | $5,245-35.7% | $4,858-30.5% | $4,753-29.0% |
| Participant deferral / active EE | $3,306 | $8,101-59.2% | $7,759-57.4% | $6,711-50.7% |
| Admin fee / account holder | $1,770 | $12,402-85.7% | $10,764-83.6% | $11,407-84.5% |