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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 | $364,674 | $156,398+133.2% | $147,318+147.5% | $138,895+162.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 42.71% | 78.75%-36.0pp | 70.43%-27.7pp | 145.39%-102.7pp |
| Employer contribution / active EE | $7,687 | $4,853+58.4% | $4,593+67.4% | $4,194+83.3% |
| Participant deferral / active EE | $9,512 | $8,237+15.5% | $7,906+20.3% | $6,396+48.7% |
| Admin fee / account holder | $1,936 | $14,976-87.1% | $13,708-85.9% | $12,562-84.6% |