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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 | $295,288 | $172,111+71.6% | $150,298+96.5% | $137,256+115.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.09% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,689 | $4,636+65.8% | $4,154+85.1% | $4,156+85.0% |
| Participant deferral / active EE | $4,760 | $6,166-22.8% | $5,453-12.7% | $6,407-25.7% |
| Admin fee / account holder | $2,175 | $16,471-86.8% | $14,116-84.6% | $12,270-82.3% |