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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 | $323,365 | $181,062+78.6% | $158,223+104.4% | $155,188+108.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.88% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $6,131 | $4,565+34.3% | $4,109+49.2% | $4,248+44.3% |
| Participant deferral / active EE | $13,994 | $6,134+128.1% | $5,467+156.0% | $6,531+114.3% |
| Admin fee / account holder | $1,876 | $18,825-90.0% | $16,047-88.3% | $14,480-87.0% |