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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 | $434,157 | $174,379+149.0% | $152,093+185.5% | $138,895+212.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.48% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,135 | $4,652-54.1% | $4,175-48.9% | $4,194-49.1% |
| Participant deferral / active EE | $18,000 | $6,159+192.3% | $5,451+230.2% | $6,396+181.4% |
| Admin fee / account holder | $8,807 | $16,880-47.8% | $14,497-39.3% | $12,562-29.9% |