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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 | $373,698 | $183,516+103.6% | $155,534+140.3% | $145,884+156.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,759 | $5,315-66.9% | $4,675-62.4% | $4,662-62.3% |
| Participant deferral / active EE | $7,925 | $6,467+22.6% | $5,630+40.8% | $6,690+18.5% |
| Admin fee / account holder | $2,491 | $19,293-87.1% | $15,900-84.3% | $13,392-81.4% |