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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 | $344,461 | $156,398+120.2% | $147,318+133.8% | $138,895+148.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,861 | $4,853-41.1% | $4,593-37.7% | $4,194-31.8% |
| Participant deferral / active EE | $10,535 | $8,237+27.9% | $7,906+33.2% | $6,396+64.7% |
| Admin fee / account holder | $17,745 | $14,976+18.5% | $13,708+29.5% | $12,562+41.3% |