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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 | $303,713 | $154,228+96.9% | $145,433+108.8% | $137,256+121.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.59% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,337 | $4,804-9.7% | $4,554-4.8% | $4,156+4.4% |
| Participant deferral / active EE | $12,740 | $8,216+55.1% | $7,897+61.3% | $6,407+98.8% |
| Admin fee / account holder | $7,900 | $14,344-44.9% | $13,129-39.8% | $12,270-35.6% |