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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 | $386,888 | $228,395+69.4% | $185,861+108.2% | $158,982+143.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.22% | 40.82%-35.6pp | 35.96%-30.7pp | 302.99%-297.8pp |
| Employer contribution / active EE | $14,420 | $4,968+190.3% | $4,088+252.8% | $4,763+202.8% |
| Participant deferral / active EE | $1,667 | $6,417-74.0% | $5,634-70.4% | $5,983-72.1% |
| Admin fee / account holder | $4,673 | $11,869-60.6% | $9,503-50.8% | $11,252-58.5% |