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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 | $302,975 | $165,381+83.2% | $149,730+102.3% | $158,966+90.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.49% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.5pp |
| Employer contribution / active EE | $4,263 | $5,104-16.5% | $4,645-8.2% | $4,762-10.5% |
| Participant deferral / active EE | $6,939 | $7,182-3.4% | $6,843+1.4% | $5,983+16.0% |
| Admin fee / account holder | $2,538 | $10,809-76.5% | $9,310-72.7% | $11,250-77.4% |