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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 | $313,326 | $178,174+75.9% | $156,181+100.6% | $137,256+128.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.27% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $14,536 | $4,972+192.4% | $4,294+238.5% | $4,156+249.7% |
| Participant deferral / active EE | $9,510 | $6,888+38.1% | $6,132+55.1% | $6,407+48.4% |
| Admin fee / account holder | $9,996 | $17,404-42.6% | $14,586-31.5% | $12,270-18.5% |