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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 | $375,157 | $155,555+141.2% | $146,866+155.4% | $155,188+141.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.19% | 115.41%-97.2pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,027 | $4,647-56.4% | $4,425-54.2% | $4,248-52.3% |
| Participant deferral / active EE | $8,618 | $8,044+7.1% | $7,759+11.1% | $6,531+31.9% |
| Admin fee / account holder | $1,258 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |