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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 | $329,604 | $196,972+67.3% | $182,262+80.8% | $198,609+66.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.45% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $9,524 | $5,364+77.6% | $5,046+88.8% | $5,055+88.4% |
| Participant deferral / active EE | $6,245 | $8,643-27.7% | $8,276-24.5% | $6,977-10.5% |
| Admin fee / account holder | $10,817 | $18,429-41.3% | $16,712-35.3% | $19,030-43.2% |