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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 | $266,163 | $111,535+138.6% | $105,223+153.0% | $137,256+93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.75% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,773 | $3,939-55.0% | $3,689-51.9% | $4,156-57.3% |
| Participant deferral / active EE | $10,846 | $5,500+97.2% | $5,072+113.9% | $6,407+69.3% |
| Admin fee / account holder | $745 | $9,721-92.3% | $8,859-91.6% | $12,270-93.9% |