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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 | $310,543 | $196,972+57.7% | $182,262+70.4% | $198,609+56.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.29% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $7,400 | $5,364+38.0% | $5,046+46.7% | $5,055+46.4% |
| Participant deferral / active EE | $17,898 | $8,643+107.1% | $8,276+116.3% | $6,977+156.5% |
| Admin fee / account holder | $5,342 | $18,429-71.0% | $16,712-68.0% | $19,030-71.9% |