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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 | $339,643 | $225,673+50.5% | $203,872+66.6% | $155,188+118.9% |
| Participation rate | 93.3% | 80.3%+13.0pp | 77.8%+15.5pp | 80.8%+12.5pp |
| Annual return | 21.18% | 95.91%-74.7pp | 85.11%-63.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $18,383 | $4,099+348.5% | $3,757+389.2% | $4,248+332.8% |
| Participant deferral / active EE | $23,160 | $6,893+236.0% | $6,388+262.6% | $6,531+254.6% |
| Admin fee / account holder | $2,424 | $12,327-80.3% | $11,730-79.3% | $14,480-83.3% |