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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 | $371,435 | $156,398+137.5% | $147,318+152.1% | $138,895+167.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,811 | $4,853-21.5% | $4,593-17.0% | $4,194-9.1% |
| Participant deferral / active EE | $15,304 | $8,237+85.8% | $7,906+93.6% | $6,396+139.3% |
| Admin fee / account holder | $1,608 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |