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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 | $323,568 | $156,398+106.9% | $147,318+119.6% | $138,895+133.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 49.14% | 78.75%-29.6pp | 70.43%-21.3pp | 145.39%-96.3pp |
| Employer contribution / active EE | $4,136 | $4,853-14.8% | $4,593-9.9% | $4,194-1.4% |
| Participant deferral / active EE | $9,833 | $8,237+19.4% | $7,906+24.4% | $6,396+53.7% |
| Admin fee / account holder | $615 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |