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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 | $343,604 | $185,312+85.4% | $161,489+112.8% | $154,746+122.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.35% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $11,352 | $4,769+138.0% | $4,268+166.0% | $4,379+159.2% |
| Participant deferral / active EE | $9,156 | $6,350+44.2% | $5,630+62.6% | $6,730+36.0% |
| Admin fee / account holder | $11,478 | $18,654-38.5% | $16,006-28.3% | $14,365-20.1% |