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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 | $440,099 | $181,062+143.1% | $158,223+178.2% | $155,188+183.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.44% | 57.39%-32.9pp | 52.09%-27.6pp | 148.84%-124.4pp |
| Employer contribution / active EE | $2,756 | $4,565-39.6% | $4,109-32.9% | $4,248-35.1% |
| Participant deferral / active EE | $8,583 | $6,134+39.9% | $5,467+57.0% | $6,531+31.4% |
| Admin fee / account holder | $3,910 | $18,825-79.2% | $16,047-75.6% | $14,480-73.0% |