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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 | $331,021 | $181,062+82.8% | $158,223+109.2% | $155,188+113.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.52% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $4,347 | $4,565-4.8% | $4,109+5.8% | $4,248+2.3% |
| Participant deferral / active EE | $6,391 | $6,134+4.2% | $5,467+16.9% | $6,531-2.1% |
| Admin fee / account holder | $9,596 | $18,825-49.0% | $16,047-40.2% | $14,480-33.7% |