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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 | $319,421 | $155,555+105.3% | $146,866+117.5% | $155,188+105.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.37% | 115.41%-103.0pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $5,828 | $4,647+25.4% | $4,425+31.7% | $4,248+37.2% |
| Participant deferral / active EE | $19,297 | $8,044+139.9% | $7,759+148.7% | $6,531+195.5% |
| Admin fee / account holder | $2,141 | $14,755-85.5% | $13,620-84.3% | $14,480-85.2% |