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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 | $295,020 | $174,379+69.2% | $152,093+94.0% | $138,895+112.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.08% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $10,611 | $4,652+128.1% | $4,175+154.2% | $4,194+153.0% |
| Participant deferral / active EE | $7,748 | $6,159+25.8% | $5,451+42.1% | $6,396+21.1% |
| Admin fee / account holder | $10,096 | $16,880-40.2% | $14,497-30.4% | $12,562-19.6% |