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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 | $326,828 | $162,136+101.6% | $152,301+114.6% | $154,746+111.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.35% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,845 | $4,890-41.8% | $4,624-38.5% | $4,379-35.0% |
| Participant deferral / active EE | $9,496 | $8,341+13.8% | $8,004+18.6% | $6,730+41.1% |
| Admin fee / account holder | $10,832 | $15,759-31.3% | $14,398-24.8% | $14,365-24.6% |