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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 | $339,095 | $183,627+84.7% | $155,602+117.9% | $145,978+132.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,438 | $5,316-54.1% | $4,675-47.9% | $4,662-47.7% |
| Participant deferral / active EE | $3,718 | $6,466-42.5% | $5,629-33.9% | $6,690-44.4% |
| Admin fee / account holder | $18,209 | $19,327-5.8% | $15,923+14.4% | $13,400+35.9% |