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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 | $311,979 | $165,381+88.6% | $149,730+108.4% | $158,966+96.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.11% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,095 | $5,104-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $8,633 | $7,182+20.2% | $6,843+26.2% | $5,983+44.3% |
| Admin fee / account holder | $2,607 | $10,809-75.9% | $9,310-72.0% | $11,250-76.8% |