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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 | $313,077 | $154,228+103.0% | $145,433+115.3% | $137,256+128.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,492 | $4,804+35.1% | $4,554+42.5% | $4,156+56.2% |
| Participant deferral / active EE | $8,850 | $8,216+7.7% | $7,897+12.1% | $6,407+38.1% |
| Admin fee / account holder | $3,373 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |