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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 | $331,583 | $172,111+92.7% | $150,298+120.6% | $137,256+141.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.64% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,203 | $4,636-52.5% | $4,154-47.0% | $4,156-47.0% |
| Participant deferral / active EE | $5,967 | $6,166-3.2% | $5,453+9.4% | $6,407-6.9% |
| Admin fee / account holder | $9,994 | $16,471-39.3% | $14,116-29.2% | $12,270-18.5% |