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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 | $426,808 | $275,752+54.8% | $256,809+66.2% | $198,609+114.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.71% | 34.81%-16.1pp | 32.73%-14.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,052 | $7,721-60.5% | $7,263-58.0% | $5,055-39.6% |
| Participant deferral / active EE | $21,315 | $10,037+112.4% | $9,520+123.9% | $6,977+205.5% |
| Admin fee / account holder | $3,735 | $25,716-85.5% | $25,146-85.1% | $19,030-80.4% |