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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 | $330,791 | $196,972+67.9% | $182,262+81.5% | $198,609+66.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.14% | 158.27%-142.1pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $7,038 | $5,364+31.2% | $5,046+39.5% | $5,055+39.2% |
| Participant deferral / active EE | $14,291 | $8,643+65.4% | $8,276+72.7% | $6,977+104.8% |
| Admin fee / account holder | $10,673 | $18,429-42.1% | $16,712-36.1% | $19,030-43.9% |