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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 | $365,983 | $124,980+192.8% | $108,359+237.7% | $154,746+136.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.78% | 45.00%-34.2pp | 36.89%-26.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $3,976 | $2,851+39.5% | $2,399+65.7% | $4,379-9.2% |
| Participant deferral / active EE | $9,042 | $4,743+90.6% | $4,137+118.6% | $6,730+34.3% |
| Admin fee / account holder | $2,595 | $11,502-77.4% | $9,741-73.4% | $14,365-81.9% |