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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 | $303,744 | $197,637+53.7% | $177,848+70.8% | $158,982+91.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.54% | 58.77%-50.2pp | 48.33%-39.8pp | 302.99%-294.5pp |
| Employer contribution / active EE | $4,027 | $6,698-39.9% | $5,919-32.0% | $4,763-15.5% |
| Participant deferral / active EE | $18,678 | $8,405+122.2% | $7,714+142.1% | $5,983+212.2% |
| Admin fee / account holder | $7,014 | $15,406-54.5% | $12,431-43.6% | $11,252-37.7% |