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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 | $308,313 | $223,823+37.7% | $211,142+46.0% | $154,746+99.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.69% | 50.39%-37.7pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,964 | $6,787-56.3% | $6,442-54.0% | $4,379-32.3% |
| Participant deferral / active EE | $12,494 | $9,750+28.1% | $9,284+34.6% | $6,730+85.6% |
| Admin fee / account holder | $7,341 | $19,707-62.7% | $19,076-61.5% | $14,365-48.9% |