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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 | $308,097 | $183,516+67.9% | $155,534+98.1% | $145,884+111.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,059 | $5,315+14.0% | $4,675+29.6% | $4,662+29.9% |
| Participant deferral / active EE | $6,449 | $6,467-0.3% | $5,630+14.5% | $6,690-3.6% |
| Admin fee / account holder | $334 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |