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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 | $342,747 | $168,635+103.2% | $147,617+132.2% | $125,389+173.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.98% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $5,471 | $6,252-12.5% | $5,564-1.7% | $4,866+12.4% |
| Participant deferral / active EE | $5,179 | $5,507-6.0% | $4,895+5.8% | $5,352-3.2% |
| Admin fee / account holder | $1,307 | $13,580-90.4% | $11,612-88.7% | $9,541-86.3% |