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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 | $361,490 | $162,136+123.0% | $152,301+137.4% | $154,746+133.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.71% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,846 | $4,890-21.4% | $4,624-16.8% | $4,379-12.2% |
| Participant deferral / active EE | $10,904 | $8,341+30.7% | $8,004+36.2% | $6,730+62.0% |
| Admin fee / account holder | $4,511 | $15,759-71.4% | $14,398-68.7% | $14,365-68.6% |