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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 | $282,245 | $209,425+34.8% | $178,499+58.1% | $158,966+77.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $5,334 | $5,707-6.5% | $5,011+6.4% | $4,762+12.0% |
| Participant deferral / active EE | $4,407 | $5,955-26.0% | $5,202-15.3% | $5,983-26.3% |
| Admin fee / account holder | $437 | $17,078-97.4% | $13,986-96.9% | $11,250-96.1% |