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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 | $304,576 | $185,312+64.4% | $161,489+88.6% | $154,746+96.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.99% | 103.84%-89.9pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,755 | $4,769-42.2% | $4,268-35.5% | $4,379-37.1% |
| Participant deferral / active EE | $9,218 | $6,350+45.2% | $5,630+63.7% | $6,730+37.0% |
| Admin fee / account holder | $1,242 | $18,654-93.3% | $16,006-92.2% | $14,365-91.4% |