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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 | $344,485 | $185,312+85.9% | $161,489+113.3% | $154,746+122.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.98% | 103.84%-91.9pp | 89.72%-77.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $3,148 | $4,769-34.0% | $4,268-26.2% | $4,379-28.1% |
| Participant deferral / active EE | $5,103 | $6,350-19.6% | $5,630-9.4% | $6,730-24.2% |
| Admin fee / account holder | $8,152 | $18,654-56.3% | $16,006-49.1% | $14,365-43.3% |