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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 | $402,540 | $196,972+104.4% | $182,262+120.9% | $198,609+102.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.22% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $5,416 | $5,364+1.0% | $5,046+7.3% | $5,055+7.1% |
| Participant deferral / active EE | $14,900 | $8,643+72.4% | $8,276+80.0% | $6,977+113.6% |
| Admin fee / account holder | $1,805 | $18,429-90.2% | $16,712-89.2% | $19,030-90.5% |