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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 | $311,539 | $174,379+78.7% | $152,093+104.8% | $138,895+124.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.69% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,667 | $4,652+43.3% | $4,175+59.7% | $4,194+58.9% |
| Participant deferral / active EE | $10,268 | $6,159+66.7% | $5,451+88.4% | $6,396+60.5% |
| Admin fee / account holder | $14,105 | $16,880-16.4% | $14,497-2.7% | $12,562+12.3% |