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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 | $313,391 | $212,386+47.6% | $199,883+56.8% | $138,895+125.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.31% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $12,906 | $6,625+94.8% | $6,261+106.1% | $4,194+207.7% |
| Participant deferral / active EE | $12,610 | $9,617+31.1% | $9,138+38.0% | $6,396+97.1% |
| Admin fee / account holder | $5,463 | $18,233-70.0% | $17,268-68.4% | $12,562-56.5% |