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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 | $291,869 | $156,398+86.6% | $147,318+98.1% | $138,895+110.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.15% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $7,426 | $4,853+53.0% | $4,593+61.7% | $4,194+77.0% |
| Participant deferral / active EE | $9,302 | $8,237+12.9% | $7,906+17.7% | $6,396+45.4% |
| Admin fee / account holder | $5,100 | $14,976-65.9% | $13,708-62.8% | $12,562-59.4% |