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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 | $393,382 | $162,136+142.6% | $152,301+158.3% | $154,746+154.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.53% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,542 | $4,890-27.6% | $4,624-23.4% | $4,379-19.1% |
| Participant deferral / active EE | $17,302 | $8,341+107.4% | $8,004+116.2% | $6,730+157.1% |
| Admin fee / account holder | $2,348 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |