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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 | $326,760 | $148,623+119.9% | $135,974+140.3% | $139,466+134.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.36% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,418 | $5,246-34.8% | $4,859-29.6% | $4,754-28.1% |
| Participant deferral / active EE | $13,691 | $8,103+69.0% | $7,760+76.4% | $6,712+104.0% |
| Admin fee / account holder | $1,616 | $12,406-87.0% | $10,767-85.0% | $11,409-85.8% |