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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 | $429,675 | $174,379+146.4% | $152,093+182.5% | $138,895+209.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.51% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,134 | $4,652-54.1% | $4,175-48.9% | $4,194-49.1% |
| Participant deferral / active EE | $8,443 | $6,159+37.1% | $5,451+54.9% | $6,396+32.0% |
| Admin fee / account holder | $10,078 | $16,880-40.3% | $14,497-30.5% | $12,562-19.8% |