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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 | $399,543 | $172,111+132.1% | $150,298+165.8% | $137,256+191.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,929 | $4,636-36.8% | $4,154-29.5% | $4,156-29.5% |
| Participant deferral / active EE | $11,535 | $6,166+87.1% | $5,453+111.6% | $6,407+80.0% |
| Admin fee / account holder | $5,128 | $16,471-68.9% | $14,116-63.7% | $12,270-58.2% |