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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 | $333,675 | $148,629+124.5% | $135,982+145.4% | $139,487+139.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.29% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $5,008 | $5,247-4.5% | $4,859+3.1% | $4,755+5.3% |
| Participant deferral / active EE | $14,796 | $8,102+82.6% | $7,760+90.7% | $6,713+120.4% |
| Admin fee / account holder | $1,862 | $12,406-85.0% | $10,767-82.7% | $11,407-83.7% |