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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 | $360,831 | $172,111+109.7% | $150,298+140.1% | $137,256+162.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.73% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,692 | $4,636-41.9% | $4,154-35.2% | $4,156-35.2% |
| Participant deferral / active EE | $11,213 | $6,166+81.9% | $5,453+105.6% | $6,407+75.0% |
| Admin fee / account holder | $2,046 | $16,471-87.6% | $14,116-85.5% | $12,270-83.3% |