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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 | $412,153 | $174,379+136.4% | $152,093+171.0% | $138,895+196.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.60% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,650 | $4,652-21.5% | $4,175-12.6% | $4,194-13.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,784 | $16,880-77.6% | $14,497-73.9% | $12,562-69.9% |