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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 | $394,536 | $162,136+143.3% | $152,301+159.0% | $154,746+155.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.47% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,243 | $4,890-33.7% | $4,624-29.9% | $4,379-25.9% |
| Participant deferral / active EE | $12,509 | $8,341+50.0% | $8,004+56.3% | $6,730+85.9% |
| Admin fee / account holder | $1,682 | $15,759-89.3% | $14,398-88.3% | $14,365-88.3% |