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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 | $154,228+109.8% | $145,433+122.5% | $137,256+135.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 49.14% | 74.59%-25.4pp | 66.58%-17.4pp | 220.34%-171.2pp |
| Employer contribution / active EE | $4,136 | $4,804-13.9% | $4,554-9.2% | $4,156-0.5% |
| Participant deferral / active EE | $9,833 | $8,216+19.7% | $7,897+24.5% | $6,407+53.5% |
| Admin fee / account holder | $615 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |