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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 | $310,613 | $162,136+91.6% | $152,301+103.9% | $154,746+100.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.88% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,804 | $4,890-1.8% | $4,624+3.9% | $4,379+9.7% |
| Participant deferral / active EE | $18,948 | $8,341+127.2% | $8,004+136.7% | $6,730+181.5% |
| Admin fee / account holder | $1,018 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |