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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 | $390,639 | $181,062+115.7% | $158,223+146.9% | $155,188+151.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.78% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,880 | $4,565-15.0% | $4,109-5.6% | $4,248-8.7% |
| Participant deferral / active EE | $34,750 | $6,134+466.5% | $5,467+535.6% | $6,531+432.1% |
| Admin fee / account holder | $3,348 | $18,825-82.2% | $16,047-79.1% | $14,480-76.9% |