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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 | $396,119 | $196,972+101.1% | $182,262+117.3% | $198,609+99.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.65% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.1pp |
| Employer contribution / active EE | $4,440 | $5,364-17.2% | $5,046-12.0% | $5,055-12.2% |
| Participant deferral / active EE | $12,383 | $8,643+43.3% | $8,276+49.6% | $6,977+77.5% |
| Admin fee / account holder | $1,018 | $18,429-94.5% | $16,712-93.9% | $19,030-94.7% |