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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 | $298,250 | $178,174+67.4% | $156,181+91.0% | $137,256+117.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.54% | 84.19%-68.7pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,529 | $4,972-8.9% | $4,294+5.5% | $4,156+9.0% |
| Participant deferral / active EE | $15,434 | $6,888+124.1% | $6,132+151.7% | $6,407+140.9% |
| Admin fee / account holder | $690 | $17,404-96.0% | $14,586-95.3% | $12,270-94.4% |