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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 | $372,652 | $135,956+174.1% | $123,894+200.8% | $273,972+36.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.01% | 56.63%-42.6pp | 47.52%-33.5pp | 41.46%-27.4pp |
| Employer contribution / active EE | $1,375 | $5,170-73.4% | $4,617-70.2% | $4,869-71.8% |
| Participant deferral / active EE | $6,900 | $6,343+8.8% | $5,984+15.3% | $5,287+30.5% |
| Admin fee / account holder | $1,875 | $9,817-80.9% | $8,357-77.6% | $10,133-81.5% |