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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 | $390,704 | $123,155+217.2% | $108,753+259.3% | $155,188+151.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.97% | 44.73%-25.8pp | 37.47%-18.5pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,421 | $2,811+57.3% | $2,427+82.2% | $4,248+4.1% |
| Participant deferral / active EE | $5,050 | $4,623+9.2% | $4,115+22.7% | $6,531-22.7% |
| Admin fee / account holder | $13,271 | $12,126+9.4% | $10,320+28.6% | $14,480-8.4% |