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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 | $311,549 | $165,381+88.4% | $149,730+108.1% | $158,966+96.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.58% | 348.29%-334.7pp | 276.70%-263.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $4,772 | $5,104-6.5% | $4,645+2.7% | $4,762+0.2% |
| Participant deferral / active EE | $14,837 | $7,182+106.6% | $6,843+116.8% | $5,983+148.0% |
| Admin fee / account holder | $2,729 | $10,809-74.8% | $9,310-70.7% | $11,250-75.7% |