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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 | $339,922 | $154,228+120.4% | $145,433+133.7% | $137,256+147.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.57% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,934 | $4,804-18.1% | $4,554-13.6% | $4,156-5.4% |
| Participant deferral / active EE | $21,220 | $8,216+158.3% | $7,897+168.7% | $6,407+231.2% |
| Admin fee / account holder | $4,148 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |