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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 | $311,634 | $162,136+92.2% | $152,301+104.6% | $154,746+101.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.20% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,175 | $4,890-35.1% | $4,624-31.3% | $4,379-27.5% |
| Participant deferral / active EE | $7,826 | $8,341-6.2% | $8,004-2.2% | $6,730+16.3% |
| Admin fee / account holder | $5,713 | $15,759-63.7% | $14,398-60.3% | $14,365-60.2% |