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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 | $311,634 | $154,228+102.1% | $145,433+114.3% | $137,256+127.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,175 | $4,804-33.9% | $4,554-30.3% | $4,156-23.6% |
| Participant deferral / active EE | $7,826 | $8,216-4.8% | $7,897-0.9% | $6,407+22.2% |
| Admin fee / account holder | $5,713 | $14,344-60.2% | $13,129-56.5% | $12,270-53.4% |