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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 | $320,349 | $183,539+74.5% | $155,556+105.9% | $145,897+119.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,942 | $5,315-44.6% | $4,675-37.1% | $4,663-36.9% |
| Participant deferral / active EE | $11,166 | $6,467+72.7% | $5,631+98.3% | $6,689+66.9% |
| Admin fee / account holder | $715 | $19,275-96.3% | $15,885-95.5% | $13,390-94.7% |