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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 | $367,487 | $183,627+100.1% | $155,602+136.2% | $145,978+151.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,789 | $5,316-28.7% | $4,675-19.0% | $4,662-18.7% |
| Participant deferral / active EE | $17,260 | $6,466+166.9% | $5,629+206.6% | $6,690+158.0% |
| Admin fee / account holder | $827 | $19,327-95.7% | $15,923-94.8% | $13,400-93.8% |