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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 | $269,355 | $156,398+72.2% | $147,318+82.8% | $138,895+93.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.45% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,861 | $4,853-61.6% | $4,593-59.5% | $4,194-55.6% |
| Participant deferral / active EE | $4,951 | $8,237-39.9% | $7,906-37.4% | $6,396-22.6% |
| Admin fee / account holder | $2,550 | $14,976-83.0% | $13,708-81.4% | $12,562-79.7% |