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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 | $393,199 | $156,398+151.4% | $147,318+166.9% | $138,895+183.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,939 | $4,853-60.1% | $4,593-57.8% | $4,194-53.8% |
| Participant deferral / active EE | $7,940 | $8,237-3.6% | $7,906+0.4% | $6,396+24.1% |
| Admin fee / account holder | $3,799 | $14,976-74.6% | $13,708-72.3% | $12,562-69.8% |