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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 | $349,917 | $178,174+96.4% | $156,181+124.0% | $137,256+154.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.81% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,699 | $4,972-45.7% | $4,294-37.1% | $4,156-35.1% |
| Participant deferral / active EE | $14,093 | $6,888+104.6% | $6,132+129.8% | $6,407+120.0% |
| Admin fee / account holder | $10,393 | $17,404-40.3% | $14,586-28.7% | $12,270-15.3% |