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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 | $339,327 | $135,956+149.6% | $123,894+173.9% | $273,972+23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.21% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $13,575 | $5,170+162.6% | $4,617+194.0% | $4,869+178.8% |
| Participant deferral / active EE | $10,443 | $6,343+64.6% | $5,984+74.5% | $5,287+97.5% |
| Admin fee / account holder | $545 | $9,817-94.4% | $8,357-93.5% | $10,133-94.6% |