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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 | $296,867 | $228,395+30.0% | $185,861+59.7% | $158,982+86.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.67% | 40.82%-29.1pp | 35.96%-24.3pp | 302.99%-291.3pp |
| Employer contribution / active EE | $12,874 | $4,968+159.1% | $4,088+214.9% | $4,763+170.3% |
| Participant deferral / active EE | $5,816 | $6,417-9.4% | $5,634+3.2% | $5,983-2.8% |
| Admin fee / account holder | $4,342 | $11,869-63.4% | $9,503-54.3% | $11,252-61.4% |