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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 | $341,607 | $156,398+118.4% | $147,318+131.9% | $138,895+145.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.96% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,906 | $4,853+21.7% | $4,593+28.6% | $4,194+40.8% |
| Participant deferral / active EE | $11,492 | $8,237+39.5% | $7,906+45.3% | $6,396+79.7% |
| Admin fee / account holder | $4,423 | $14,976-70.5% | $13,708-67.7% | $12,562-64.8% |