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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 | $298,960 | $208,088+43.7% | $186,193+60.6% | $154,746+93.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.91% | 89.97%-73.1pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,374 | $4,340-22.3% | $3,918-13.9% | $4,379-23.0% |
| Participant deferral / active EE | $18,182 | $7,078+156.9% | $6,513+179.2% | $6,730+170.1% |
| Admin fee / account holder | $1,264 | $11,698-89.2% | $11,058-88.6% | $14,365-91.2% |