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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 | $415,572 | $223,823+85.7% | $211,142+96.8% | $154,746+168.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.83% | 50.39%-34.6pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,883 | $6,787-72.3% | $6,442-70.8% | $4,379-57.0% |
| Participant deferral / active EE | $4,660 | $9,750-52.2% | $9,284-49.8% | $6,730-30.8% |
| Admin fee / account holder | $3,604 | $19,707-81.7% | $19,076-81.1% | $14,365-74.9% |