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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 | $400,210 | $183,516+118.1% | $155,534+157.3% | $145,884+174.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.50% | 61.43%-37.9pp | 64.92%-41.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $3,097 | $5,315-41.7% | $4,675-33.8% | $4,662-33.6% |
| Participant deferral / active EE | $8,516 | $6,467+31.7% | $5,630+51.2% | $6,690+27.3% |
| Admin fee / account holder | $2,185 | $19,293-88.7% | $15,900-86.3% | $13,392-83.7% |