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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 | $315,939 | $157,296+100.9% | $141,191+123.8% | $152,897+106.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.63% | 64.34%-35.7pp | 71.41%-42.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $3,470 | $5,262-34.1% | $4,736-26.7% | $4,764-27.2% |
| Participant deferral / active EE | $8,644 | $7,111+21.6% | $6,710+28.8% | $5,851+47.7% |
| Admin fee / account holder | $871 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |