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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 | $320,305 | $162,136+97.6% | $152,301+110.3% | $154,746+107.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.11% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,615 | $4,890-46.5% | $4,624-43.5% | $4,379-40.3% |
| Participant deferral / active EE | $16,164 | $8,341+93.8% | $8,004+101.9% | $6,730+140.2% |
| Admin fee / account holder | $725 | $15,759-95.4% | $14,398-95.0% | $14,365-95.0% |