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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 | $319,534 | $154,228+107.2% | $145,433+119.7% | $137,256+132.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.89% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,546 | $4,804-67.8% | $4,554-66.1% | $4,156-62.8% |
| Participant deferral / active EE | $7,508 | $8,216-8.6% | $7,897-4.9% | $6,407+17.2% |
| Admin fee / account holder | $2,840 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |