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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 | $345,865 | $196,972+75.6% | $182,262+89.8% | $198,609+74.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.99% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,639 | $5,364-50.8% | $5,046-47.7% | $5,055-47.8% |
| Participant deferral / active EE | $5,898 | $8,643-31.8% | $8,276-28.7% | $6,977-15.5% |
| Admin fee / account holder | $2,970 | $18,429-83.9% | $16,712-82.2% | $19,030-84.4% |