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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 | $325,738 | $181,062+79.9% | $158,223+105.9% | $155,188+109.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.09% | 57.39%-47.3pp | 52.09%-42.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,036 | $4,565-77.3% | $4,109-74.8% | $4,248-75.6% |
| Participant deferral / active EE | $4,063 | $6,134-33.8% | $5,467-25.7% | $6,531-37.8% |
| Admin fee / account holder | $1,471 | $18,825-92.2% | $16,047-90.8% | $14,480-89.8% |