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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 | $319,791 | $201,372+58.8% | $184,260+73.6% | $145,884+119.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.40% | 29.04%+12.4pp | 28.84%+12.6pp | 551.85%-510.4pp |
| Employer contribution / active EE | $4,895 | $7,024-30.3% | $6,427-23.8% | $4,662+5.0% |
| Participant deferral / active EE | $3,440 | $9,808-64.9% | $9,133-62.3% | $6,690-48.6% |
| Admin fee / account holder | $12,847 | $16,362-21.5% | $13,898-7.6% | $13,392-4.1% |