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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 | $453,792 | $166,242+173.0% | $165,071+174.9% | $145,884+211.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.30% | 100.44%-89.1pp | 70.17%-58.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,048 | $5,283-42.3% | $4,347-29.9% | $4,662-34.6% |
| Participant deferral / active EE | $8,970 | $6,964+28.8% | $6,035+48.6% | $6,690+34.1% |
| Admin fee / account holder | $421 | $16,658-97.5% | $12,695-96.7% | $13,392-96.9% |