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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 | $336,790 | $102,638+228.1% | $81,982+310.8% | $158,982+111.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.27% | 61.05%-45.8pp | 41.31%-26.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,100 | $3,241-4.4% | $2,498+24.1% | $4,763-34.9% |
| Participant deferral / active EE | $9,853 | $4,649+111.9% | $3,722+164.7% | $5,983+64.7% |
| Admin fee / account holder | $6,815 | $8,237-17.3% | $5,665+20.3% | $11,252-39.4% |