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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 | $346,868 | $174,379+98.9% | $152,093+128.1% | $138,895+149.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.78% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,848 | $4,652+4.2% | $4,175+16.1% | $4,194+15.6% |
| Participant deferral / active EE | $15,708 | $6,159+155.0% | $5,451+188.1% | $6,396+145.6% |
| Admin fee / account holder | $2,395 | $16,880-85.8% | $14,497-83.5% | $12,562-80.9% |