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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 | $326,828 | $154,228+111.9% | $145,433+124.7% | $137,256+138.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,845 | $4,804-40.8% | $4,554-37.5% | $4,156-31.5% |
| Participant deferral / active EE | $9,496 | $8,216+15.6% | $7,897+20.2% | $6,407+48.2% |
| Admin fee / account holder | $10,832 | $14,344-24.5% | $13,129-17.5% | $12,270-11.7% |