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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 | $399,958 | $181,062+120.9% | $158,223+152.8% | $155,188+157.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.73% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,812 | $4,565-38.4% | $4,109-31.6% | $4,248-33.8% |
| Participant deferral / active EE | $7,949 | $6,134+29.6% | $5,467+45.4% | $6,531+21.7% |
| Admin fee / account holder | $3,596 | $18,825-80.9% | $16,047-77.6% | $14,480-75.2% |