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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 | $288,683 | $156,398+84.6% | $147,318+96.0% | $138,895+107.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.72% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,583 | $4,853-5.6% | $4,593-0.2% | $4,194+9.3% |
| Participant deferral / active EE | $3,513 | $8,237-57.4% | $7,906-55.6% | $6,396-45.1% |
| Admin fee / account holder | $30,319 | $14,976+102.5% | $13,708+121.2% | $12,562+141.4% |