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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 | $382,662 | $148,623+157.5% | $135,974+181.4% | $139,466+174.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.96% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,847 | $5,246-26.7% | $4,859-20.8% | $4,754-19.1% |
| Participant deferral / active EE | $12,214 | $8,103+50.7% | $7,760+57.4% | $6,712+82.0% |
| Admin fee / account holder | $4,375 | $12,406-64.7% | $10,767-59.4% | $11,409-61.7% |