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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 | $314,226 | $185,312+69.6% | $161,489+94.6% | $154,746+103.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.51% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $15,170 | $4,769+218.1% | $4,268+255.4% | $4,379+246.4% |
| Participant deferral / active EE | $9,794 | $6,350+54.2% | $5,630+74.0% | $6,730+45.5% |
| Admin fee / account holder | $3,137 | $18,654-83.2% | $16,006-80.4% | $14,365-78.2% |