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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 | $311,147 | $209,336+48.6% | $197,124+57.8% | $137,256+126.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.52% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,355 | $6,591-3.6% | $6,227+2.0% | $4,156+52.9% |
| Participant deferral / active EE | $17,461 | $9,614+81.6% | $9,135+91.2% | $6,407+172.5% |
| Admin fee / account holder | $7,096 | $17,308-59.0% | $16,298-56.5% | $12,270-42.2% |