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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 | $408,829 | $162,136+152.2% | $152,301+168.4% | $154,746+164.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.28% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,882 | $4,890-41.1% | $4,624-37.7% | $4,379-34.2% |
| Participant deferral / active EE | $12,761 | $8,341+53.0% | $8,004+59.4% | $6,730+89.6% |
| Admin fee / account holder | $1,074 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |