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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 | $395,715 | $162,136+144.1% | $152,301+159.8% | $154,746+155.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.94% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,107 | $4,890-77.4% | $4,624-76.1% | $4,379-74.7% |
| Participant deferral / active EE | $10,306 | $8,341+23.6% | $8,004+28.8% | $6,730+53.1% |
| Admin fee / account holder | $4,616 | $15,759-70.7% | $14,398-67.9% | $14,365-67.9% |