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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 | $378,401 | $148,623+154.6% | $135,974+178.3% | $139,466+171.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.92% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $4,329 | $5,246-17.5% | $4,859-10.9% | $4,754-8.9% |
| Participant deferral / active EE | $13,651 | $8,103+68.5% | $7,760+75.9% | $6,712+103.4% |
| Admin fee / account holder | $2,229 | $12,406-82.0% | $10,767-79.3% | $11,409-80.5% |