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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 | $283,556 | $172,111+64.8% | $150,298+88.7% | $137,256+106.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.53% | 69.37%-55.8pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,199 | $4,636-9.4% | $4,154+1.1% | $4,156+1.0% |
| Participant deferral / active EE | $14,164 | $6,166+129.7% | $5,453+159.8% | $6,407+121.1% |
| Admin fee / account holder | $3,127 | $16,471-81.0% | $14,116-77.9% | $12,270-74.5% |