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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 | $427,109 | $172,111+148.2% | $150,298+184.2% | $137,256+211.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.99% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,154 | $4,636-32.0% | $4,154-24.1% | $4,156-24.1% |
| Participant deferral / active EE | $25,350 | $6,166+311.1% | $5,453+364.9% | $6,407+295.7% |
| Admin fee / account holder | $3,712 | $16,471-77.5% | $14,116-73.7% | $12,270-69.8% |