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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 | $336,545 | $154,228+118.2% | $145,433+131.4% | $137,256+145.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.49% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $3,221 | $4,804-33.0% | $4,554-29.3% | $4,156-22.5% |
| Participant deferral / active EE | $3,732 | $8,216-54.6% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $83,106 | $14,344+479.4% | $13,129+533.0% | $12,270+577.3% |