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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 | $337,711 | $172,111+96.2% | $150,298+124.7% | $137,256+146.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.21% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,979 | $4,636-14.2% | $4,154-4.2% | $4,156-4.3% |
| Participant deferral / active EE | $14,908 | $6,166+141.8% | $5,453+173.4% | $6,407+132.7% |
| Admin fee / account holder | $20,352 | $16,471+23.6% | $14,116+44.2% | $12,270+65.9% |