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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 | $154,228+107.7% | $145,433+120.2% | $137,256+133.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.11% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,615 | $4,804-45.6% | $4,554-42.6% | $4,156-37.1% |
| Participant deferral / active EE | $16,164 | $8,216+96.7% | $7,897+104.7% | $6,407+152.3% |
| Admin fee / account holder | $725 | $14,344-94.9% | $13,129-94.5% | $12,270-94.1% |