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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 | $382,789 | $162,136+136.1% | $152,301+151.3% | $154,746+147.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.58% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,411 | $4,890-50.7% | $4,624-47.9% | $4,379-44.9% |
| Participant deferral / active EE | $19,778 | $8,341+137.1% | $8,004+147.1% | $6,730+193.9% |
| Admin fee / account holder | $3,477 | $15,759-77.9% | $14,398-75.9% | $14,365-75.8% |