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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 | $421,645 | $178,174+136.6% | $156,181+170.0% | $137,256+207.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.14% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,898 | $4,972-61.8% | $4,294-55.8% | $4,156-54.3% |
| Participant deferral / active EE | $5,670 | $6,888-17.7% | $6,132-7.5% | $6,407-11.5% |
| Admin fee / account holder | $5,568 | $17,404-68.0% | $14,586-61.8% | $12,270-54.6% |