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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 | $250,967 | $181,062+38.6% | $158,223+58.6% | $155,188+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.45% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $5,000 | $4,565+9.5% | $4,109+21.7% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,885 | $18,825-84.7% | $16,047-82.0% | $14,480-80.1% |