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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 | $156,398+115.2% | $147,318+128.4% | $138,895+142.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.49% | 78.75%-52.3pp | 70.43%-43.9pp | 145.39%-118.9pp |
| Employer contribution / active EE | $3,221 | $4,853-33.6% | $4,593-29.9% | $4,194-23.2% |
| Participant deferral / active EE | $3,732 | $8,237-54.7% | $7,906-52.8% | $6,396-41.7% |
| Admin fee / account holder | $83,106 | $14,976+454.9% | $13,708+506.3% | $12,562+561.6% |