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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 | $338,239 | $174,379+94.0% | $152,093+122.4% | $138,895+143.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.47% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,366 | $4,652-49.1% | $4,175-43.3% | $4,194-43.6% |
| Participant deferral / active EE | $2,732 | $6,159-55.6% | $5,451-49.9% | $6,396-57.3% |
| Admin fee / account holder | $933 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |