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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 | $377,095 | $212,386+77.6% | $199,883+88.7% | $138,895+171.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.44% | 47.75%-30.3pp | 43.81%-26.4pp | 145.39%-128.0pp |
| Employer contribution / active EE | $4,774 | $6,625-27.9% | $6,261-23.8% | $4,194+13.8% |
| Participant deferral / active EE | $23,363 | $9,617+142.9% | $9,138+155.7% | $6,396+265.3% |
| Admin fee / account holder | $6,055 | $18,233-66.8% | $17,268-64.9% | $12,562-51.8% |