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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 | $350,114 | $174,379+100.8% | $152,093+130.2% | $138,895+152.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.65% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $6,735 | $4,652+44.8% | $4,175+61.3% | $4,194+60.6% |
| Participant deferral / active EE | $5,830 | $6,159-5.3% | $5,451+6.9% | $6,396-8.9% |
| Admin fee / account holder | $7,012 | $16,880-58.5% | $14,497-51.6% | $12,562-44.2% |