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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 | $291,428 | $135,956+114.4% | $123,894+135.2% | $273,972+6.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.01% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $8,000 | $5,170+54.7% | $4,617+73.3% | $4,869+64.3% |
| Participant deferral / active EE | $13,289 | $6,343+109.5% | $5,984+122.1% | $5,287+151.3% |
| Admin fee / account holder | $6,120 | $9,817-37.7% | $8,357-26.8% | $10,133-39.6% |