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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 | $329,247 | $178,174+84.8% | $156,181+110.8% | $137,256+139.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.47% | 84.19%-58.7pp | 64.87%-39.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,497 | $4,972-29.7% | $4,294-18.6% | $4,156-15.9% |
| Participant deferral / active EE | $11,909 | $6,888+72.9% | $6,132+94.2% | $6,407+85.9% |
| Admin fee / account holder | $2,434 | $17,404-86.0% | $14,586-83.3% | $12,270-80.2% |