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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 | $318,615 | $209,425+52.1% | $178,499+78.5% | $158,966+100.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.59% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,900 | $5,707-66.7% | $5,011-62.1% | $4,762-60.1% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $1,289 | $17,078-92.5% | $13,986-90.8% | $11,250-88.5% |