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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 | $325,170 | $209,336+55.3% | $197,124+65.0% | $137,256+136.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.09% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,911 | $6,591-71.0% | $6,227-69.3% | $4,156-54.0% |
| Participant deferral / active EE | $14,859 | $9,614+54.5% | $9,135+62.7% | $6,407+131.9% |
| Admin fee / account holder | $3,030 | $17,308-82.5% | $16,298-81.4% | $12,270-75.3% |