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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 | $311,835 | $227,399+37.1% | $189,758+64.3% | $198,609+57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.50% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,683 | $5,526-69.5% | $4,767-64.7% | $5,055-66.7% |
| Participant deferral / active EE | $11,051 | $6,837+61.6% | $5,856+88.7% | $6,977+58.4% |
| Admin fee / account holder | $2,242 | $25,162-91.1% | $20,388-89.0% | $19,030-88.2% |