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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 | $357,822 | $154,228+132.0% | $145,433+146.0% | $137,256+160.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,744 | $4,804+40.4% | $4,554+48.1% | $4,156+62.3% |
| Participant deferral / active EE | $15,611 | $8,216+90.0% | $7,897+97.7% | $6,407+143.7% |
| Admin fee / account holder | $3,375 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |