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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 | $345,618 | $196,972+75.5% | $182,262+89.6% | $198,609+74.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.04% | 158.27%-143.2pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $4,791 | $5,364-10.7% | $5,046-5.0% | $5,055-5.2% |
| Participant deferral / active EE | $12,243 | $8,643+41.7% | $8,276+47.9% | $6,977+75.5% |
| Admin fee / account holder | $13,038 | $18,429-29.3% | $16,712-22.0% | $19,030-31.5% |