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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 | $361,600 | $162,136+123.0% | $152,301+137.4% | $154,746+133.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.95% | 91.02%-61.1pp | 80.50%-50.6pp | 172.34%-142.4pp |
| Employer contribution / active EE | $1,060 | $4,890-78.3% | $4,624-77.1% | $4,379-75.8% |
| Participant deferral / active EE | $5,415 | $8,341-35.1% | $8,004-32.4% | $6,730-19.6% |
| Admin fee / account holder | $14,344 | $15,759-9.0% | $14,398-0.4% | $14,365-0.2% |