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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 | $304,455 | $209,336+45.4% | $197,124+54.4% | $137,256+121.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.85% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,414 | $6,591+27.7% | $6,227+35.1% | $4,156+102.5% |
| Participant deferral / active EE | $17,005 | $9,614+76.9% | $9,135+86.2% | $6,407+165.4% |
| Admin fee / account holder | $5,555 | $17,308-67.9% | $16,298-65.9% | $12,270-54.7% |