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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 | $361,038 | $154,228+134.1% | $145,433+148.3% | $137,256+163.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.45% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,538 | $4,804-47.2% | $4,554-44.3% | $4,156-38.9% |
| Participant deferral / active EE | $7,940 | $8,216-3.4% | $7,897+0.5% | $6,407+23.9% |
| Admin fee / account holder | $21,017 | $14,344+46.5% | $13,129+60.1% | $12,270+71.3% |