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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 | $343,541 | $183,592+87.1% | $155,574+120.8% | $145,877+135.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.57% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $3,325 | $5,317-37.5% | $4,676-28.9% | $4,663-28.7% |
| Participant deferral / active EE | $12,000 | $6,466+85.6% | $5,629+113.2% | $6,691+79.4% |
| Admin fee / account holder | $3,110 | $19,316-83.9% | $15,914-80.5% | $13,402-76.8% |