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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 | $321,240 | $172,111+86.6% | $150,298+113.7% | $137,256+134.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,807 | $4,636-39.5% | $4,154-32.4% | $4,156-32.5% |
| Participant deferral / active EE | $7,800 | $6,166+26.5% | $5,453+43.1% | $6,407+21.7% |
| Admin fee / account holder | $1,630 | $16,471-90.1% | $14,116-88.5% | $12,270-86.7% |