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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 | $335,763 | $107,666+211.9% | $102,184+228.6% | $154,746+117.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.71% | 29.33%-9.6pp | 31.58%-11.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $4,856 | $3,846+26.3% | $3,594+35.1% | $4,379+10.9% |
| Participant deferral / active EE | $4,856 | $8,719-44.3% | $8,309-41.6% | $6,730-27.8% |
| Admin fee / account holder | $1,340 | $12,943-89.6% | $11,609-88.5% | $14,365-90.7% |