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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 | $336,690 | $154,228+118.3% | $145,433+131.5% | $137,256+145.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,093 | $4,804-35.6% | $4,554-32.1% | $4,156-25.6% |
| Participant deferral / active EE | $18,093 | $8,216+120.2% | $7,897+129.1% | $6,407+182.4% |
| Admin fee / account holder | $1,083 | $14,344-92.4% | $13,129-91.8% | $12,270-91.2% |