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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 | $392,445 | $209,336+87.5% | $197,124+99.1% | $137,256+185.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.22% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,899 | $6,591-40.8% | $6,227-37.4% | $4,156-6.2% |
| Participant deferral / active EE | $9,815 | $9,614+2.1% | $9,135+7.4% | $6,407+53.2% |
| Admin fee / account holder | $530 | $17,308-96.9% | $16,298-96.7% | $12,270-95.7% |