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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 | $394,473 | $209,336+88.4% | $197,124+100.1% | $137,256+187.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.11% | 48.09%-35.0pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,411 | $6,591-78.6% | $6,227-77.3% | $4,156-66.1% |
| Participant deferral / active EE | $15,379 | $9,614+60.0% | $9,135+68.4% | $6,407+140.0% |
| Admin fee / account holder | $2,442 | $17,308-85.9% | $16,298-85.0% | $12,270-80.1% |