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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 | $423,838 | $157,304+169.4% | $141,197+200.2% | $152,909+177.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.32% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,467 | $5,263-34.1% | $4,736-26.8% | $4,764-27.2% |
| Participant deferral / active EE | $8,197 | $7,111+15.3% | $6,710+22.1% | $5,851+40.1% |
| Admin fee / account holder | $3,162 | $12,126-73.9% | $10,265-69.2% | $11,601-72.7% |