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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 | $364,610 | $239,571+52.2% | $183,328+98.9% | $137,256+165.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.67% | 35.69%-18.0pp | 29.67%-12.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $8,433 | $6,148+37.2% | $5,055+66.8% | $4,156+102.9% |
| Participant deferral / active EE | $12,543 | $7,995+56.9% | $6,795+84.6% | $6,407+95.8% |
| Admin fee / account holder | $3,608 | $30,059-88.0% | $21,427-83.2% | $12,270-70.6% |