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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 | $379,084 | $157,304+141.0% | $141,197+168.5% | $152,909+147.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $3,358 | $5,263-36.2% | $4,736-29.1% | $4,764-29.5% |
| Participant deferral / active EE | $20,000 | $7,111+181.3% | $6,710+198.1% | $5,851+241.8% |
| Admin fee / account holder | $413 | $12,126-96.6% | $10,265-96.0% | $11,601-96.4% |