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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 | $339,922 | $155,555+118.5% | $146,866+131.5% | $155,188+119.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.57% | 115.41%-94.8pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,934 | $4,647-15.3% | $4,425-11.1% | $4,248-7.4% |
| Participant deferral / active EE | $21,220 | $8,044+163.8% | $7,759+173.5% | $6,531+224.9% |
| Admin fee / account holder | $4,148 | $14,755-71.9% | $13,620-69.5% | $14,480-71.4% |