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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 | $388,964 | $154,228+152.2% | $145,433+167.5% | $137,256+183.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.40% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,980 | $4,804-58.8% | $4,554-56.5% | $4,156-52.4% |
| Participant deferral / active EE | $3,640 | $8,216-55.7% | $7,897-53.9% | $6,407-43.2% |
| Admin fee / account holder | $5,019 | $14,344-65.0% | $13,129-61.8% | $12,270-59.1% |