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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 | $316,086 | $178,174+77.4% | $156,181+102.4% | $137,256+130.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,314 | $4,972-33.3% | $4,294-22.8% | $4,156-20.3% |
| Participant deferral / active EE | $15,858 | $6,888+130.2% | $6,132+158.6% | $6,407+147.5% |
| Admin fee / account holder | $2,757 | $17,404-84.2% | $14,586-81.1% | $12,270-77.5% |