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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 | $227,399+52.5% | $189,758+82.8% | $198,609+74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.78% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $4,848 | $5,526-12.3% | $4,767+1.7% | $5,055-4.1% |
| Participant deferral / active EE | $15,708 | $6,837+129.7% | $5,856+168.2% | $6,977+125.1% |
| Admin fee / account holder | $2,395 | $25,162-90.5% | $20,388-88.3% | $19,030-87.4% |