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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 | $395,803 | $154,228+156.6% | $145,433+172.2% | $137,256+188.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,197 | $4,804-33.5% | $4,554-29.8% | $4,156-23.1% |
| Participant deferral / active EE | $18,153 | $8,216+120.9% | $7,897+129.9% | $6,407+183.3% |
| Admin fee / account holder | $1,789 | $14,344-87.5% | $13,129-86.4% | $12,270-85.4% |