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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 | $281,422 | $181,062+55.4% | $158,223+77.9% | $155,188+81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.89% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $11,769 | $4,565+157.8% | $4,109+186.4% | $4,248+177.1% |
| Participant deferral / active EE | $10,115 | $6,134+64.9% | $5,467+85.0% | $6,531+54.9% |
| Admin fee / account holder | $3,645 | $18,825-80.6% | $16,047-77.3% | $14,480-74.8% |