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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 | $352,564 | $172,111+104.8% | $150,298+134.6% | $137,256+156.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.22% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,405 | $4,636-48.1% | $4,154-42.1% | $4,156-42.1% |
| Participant deferral / active EE | $5,291 | $6,166-14.2% | $5,453-3.0% | $6,407-17.4% |
| Admin fee / account holder | $20,625 | $16,471+25.2% | $14,116+46.1% | $12,270+68.1% |