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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 | $341,854 | $181,062+88.8% | $158,223+116.1% | $155,188+120.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.11% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $11,234 | $4,565+146.1% | $4,109+173.4% | $4,248+164.5% |
| Participant deferral / active EE | $8,145 | $6,134+32.8% | $5,467+49.0% | $6,531+24.7% |
| Admin fee / account holder | $4,200 | $18,825-77.7% | $16,047-73.8% | $14,480-71.0% |