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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 | $425,934 | $183,516+132.1% | $155,534+173.9% | $145,884+192.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.15% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,414 | $5,315-35.8% | $4,675-27.0% | $4,662-26.8% |
| Participant deferral / active EE | $7,213 | $6,467+11.5% | $5,630+28.1% | $6,690+7.8% |
| Admin fee / account holder | $3,133 | $19,293-83.8% | $15,900-80.3% | $13,392-76.6% |