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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 | $355,006 | $162,136+119.0% | $152,301+133.1% | $154,746+129.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.12% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $5,510 | $4,890+12.7% | $4,624+19.1% | $4,379+25.8% |
| Participant deferral / active EE | $9,947 | $8,341+19.3% | $8,004+24.3% | $6,730+47.8% |
| Admin fee / account holder | $6,003 | $15,759-61.9% | $14,398-58.3% | $14,365-58.2% |