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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 | $344,006 | $175,231+96.3% | $149,696+129.8% | $139,466+146.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $3,413 | $5,478-37.7% | $4,821-29.2% | $4,754-28.2% |
| Participant deferral / active EE | $9,574 | $6,521+46.8% | $5,682+68.5% | $6,712+42.6% |
| Admin fee / account holder | $2,816 | $16,155-82.6% | $13,212-78.7% | $11,409-75.3% |