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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 | $290,831 | $181,062+60.6% | $158,223+83.8% | $155,188+87.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.09% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $8,007 | $4,565+75.4% | $4,109+94.9% | $4,248+88.5% |
| Participant deferral / active EE | $9,660 | $6,134+57.5% | $5,467+76.7% | $6,531+47.9% |
| Admin fee / account holder | $9,560 | $18,825-49.2% | $16,047-40.4% | $14,480-34.0% |