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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 | $443,349 | $217,432+103.9% | $185,849+138.6% | $167,536+164.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.58% | 148.42%-129.8pp | 122.10%-103.5pp | 478.82%-460.2pp |
| Employer contribution / active EE | $3,897 | $5,875-33.7% | $5,169-24.6% | $4,839-19.5% |
| Participant deferral / active EE | $7,257 | $6,357+14.1% | $5,569+30.3% | $6,342+14.4% |
| Admin fee / account holder | $13,758 | $19,818-30.6% | $16,244-15.3% | $12,315+11.7% |