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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 | $300,425 | $196,972+52.5% | $182,262+64.8% | $198,609+51.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.18% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,174 | $5,364-59.5% | $5,046-56.9% | $5,055-57.0% |
| Participant deferral / active EE | $10,177 | $8,643+17.8% | $8,276+23.0% | $6,977+45.9% |
| Admin fee / account holder | $11,163 | $18,429-39.4% | $16,712-33.2% | $19,030-41.3% |