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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 | $274,356 | $154,228+77.9% | $145,433+88.6% | $137,256+99.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.84% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,500 | $4,804-6.3% | $4,554-1.2% | $4,156+8.3% |
| Participant deferral / active EE | $6,600 | $8,216-19.7% | $7,897-16.4% | $6,407+3.0% |
| Admin fee / account holder | $996 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |