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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 | $296,360 | $157,276+88.4% | $141,177+109.9% | $152,885+93.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.27% | 64.33%-49.1pp | 71.40%-56.1pp | 345.39%-330.1pp |
| Employer contribution / active EE | $5,698 | $5,262+8.3% | $4,736+20.3% | $4,763+19.6% |
| Participant deferral / active EE | $10,564 | $7,110+48.6% | $6,710+57.4% | $5,851+80.6% |
| Admin fee / account holder | $471 | $12,123-96.1% | $10,263-95.4% | $11,598-95.9% |