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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 | $368,544 | $185,312+98.9% | $161,489+128.2% | $154,746+138.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.58% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,341 | $4,769-30.0% | $4,268-21.7% | $4,379-23.7% |
| Participant deferral / active EE | $11,565 | $6,350+82.1% | $5,630+105.4% | $6,730+71.8% |
| Admin fee / account holder | $12,653 | $18,654-32.2% | $16,006-20.9% | $14,365-11.9% |