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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 | $185,312+74.5% | $161,489+100.2% | $154,746+109.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $6,131 | $4,769+28.5% | $4,268+43.6% | $4,379+40.0% |
| Participant deferral / active EE | $13,994 | $6,350+120.4% | $5,630+148.6% | $6,730+107.9% |
| Admin fee / account holder | $1,876 | $18,654-89.9% | $16,006-88.3% | $14,365-86.9% |