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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 | $309,079 | $172,111+79.6% | $150,298+105.6% | $137,256+125.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.09% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $6,008 | $4,636+29.6% | $4,154+44.6% | $4,156+44.6% |
| Participant deferral / active EE | $9,502 | $6,166+54.1% | $5,453+74.3% | $6,407+48.3% |
| Admin fee / account holder | $1,868 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |