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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 | $391,343 | $148,582+163.4% | $135,942+187.9% | $139,456+180.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.05% | 79.26%-64.2pp | 68.28%-53.2pp | 373.45%-358.4pp |
| Employer contribution / active EE | $3,110 | $5,245-40.7% | $4,858-36.0% | $4,753-34.6% |
| Participant deferral / active EE | $13,252 | $8,101+63.6% | $7,759+70.8% | $6,711+97.4% |
| Admin fee / account holder | $9,789 | $12,402-21.1% | $10,764-9.1% | $11,407-14.2% |