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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 | $342,860 | $185,312+85.0% | $161,489+112.3% | $154,746+121.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.03% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,732 | $4,769-21.7% | $4,268-12.6% | $4,379-14.8% |
| Participant deferral / active EE | $8,565 | $6,350+34.9% | $5,630+52.1% | $6,730+27.3% |
| Admin fee / account holder | $18,408 | $18,654-1.3% | $16,006+15.0% | $14,365+28.1% |