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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 | $449,709 | $212,386+111.7% | $199,883+125.0% | $138,895+223.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.93% | 47.75%-32.8pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,990 | $6,625-54.9% | $6,261-52.2% | $4,194-28.7% |
| Participant deferral / active EE | $13,788 | $9,617+43.4% | $9,138+50.9% | $6,396+115.6% |
| Admin fee / account holder | $1,833 | $18,233-89.9% | $17,268-89.4% | $12,562-85.4% |