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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 | $331,662 | $201,259+64.8% | $184,200+80.1% | $145,959+127.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $4,744 | $7,018-32.4% | $6,424-26.2% | $4,661+1.8% |
| Participant deferral / active EE | $17,298 | $9,806+76.4% | $9,132+89.4% | $6,689+158.6% |
| Admin fee / account holder | $4,043 | $16,372-75.3% | $13,907-70.9% | $13,398-69.8% |