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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 | $328,657 | $162,136+102.7% | $152,301+115.8% | $154,746+112.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.28% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,815 | $4,890-22.0% | $4,624-17.5% | $4,379-12.9% |
| Participant deferral / active EE | $11,563 | $8,341+38.6% | $8,004+44.5% | $6,730+71.8% |
| Admin fee / account holder | $302 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |