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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 | $319,534 | $162,136+97.1% | $152,301+109.8% | $154,746+106.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.89% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,546 | $4,890-68.4% | $4,624-66.6% | $4,379-64.7% |
| Participant deferral / active EE | $7,508 | $8,341-10.0% | $8,004-6.2% | $6,730+11.6% |
| Admin fee / account holder | $2,840 | $15,759-82.0% | $14,398-80.3% | $14,365-80.2% |