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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 | $358,848 | $135,956+163.9% | $123,894+189.6% | $273,972+31.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,000 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $3,321 | $6,343-47.6% | $5,984-44.5% | $5,287-37.2% |
| Admin fee / account holder | $11,950 | $9,817+21.7% | $8,357+43.0% | $10,133+17.9% |