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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 | $330,996 | $132,099+150.6% | $115,599+186.3% | $138,895+138.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.63% | 176.76%-164.1pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,307 | $3,416-3.2% | $2,955+11.9% | $4,194-21.1% |
| Participant deferral / active EE | $13,251 | $5,617+135.9% | $4,889+171.0% | $6,396+107.2% |
| Admin fee / account holder | $2,053 | $15,650-86.9% | $12,841-84.0% | $12,562-83.7% |