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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 | $337,717 | $154,228+119.0% | $145,433+132.2% | $137,256+146.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,380 | $4,804+12.0% | $4,554+18.1% | $4,156+29.5% |
| Participant deferral / active EE | $11,196 | $8,216+36.3% | $7,897+41.8% | $6,407+74.8% |
| Admin fee / account holder | $3,049 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |