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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 | $375,795 | $178,174+110.9% | $156,181+140.6% | $137,256+173.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.45% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,188 | $4,972-15.8% | $4,294-2.5% | $4,156+0.8% |
| Participant deferral / active EE | $28,487 | $6,888+313.6% | $6,132+364.6% | $6,407+344.6% |
| Admin fee / account holder | $3,779 | $17,404-78.3% | $14,586-74.1% | $12,270-69.2% |