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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 | $458,694 | $165,381+177.4% | $149,730+206.3% | $158,966+188.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.29% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.7pp |
| Employer contribution / active EE | $3,813 | $5,104-25.3% | $4,645-17.9% | $4,762-19.9% |
| Participant deferral / active EE | $12,251 | $7,182+70.6% | $6,843+79.0% | $5,983+104.8% |
| Admin fee / account holder | $9,748 | $10,809-9.8% | $9,310+4.7% | $11,250-13.4% |