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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 | $336,542 | $154,228+118.2% | $145,433+131.4% | $137,256+145.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,610 | $4,804-24.9% | $4,554-20.7% | $4,156-13.1% |
| Participant deferral / active EE | $23,416 | $8,216+185.0% | $7,897+196.5% | $6,407+265.5% |
| Admin fee / account holder | $11,493 | $14,344-19.9% | $13,129-12.5% | $12,270-6.3% |