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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 | $350,773 | $174,379+101.2% | $152,093+130.6% | $138,895+152.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.34% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,434 | $4,652-26.2% | $4,175-17.8% | $4,194-18.1% |
| Participant deferral / active EE | $8,463 | $6,159+37.4% | $5,451+55.2% | $6,396+32.3% |
| Admin fee / account holder | $2,162 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |