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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 | $280,681 | $181,062+55.0% | $158,223+77.4% | $155,188+80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.75% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $4,223 | $4,565-7.5% | $4,109+2.8% | $4,248-0.6% |
| Participant deferral / active EE | $10,296 | $6,134+67.8% | $5,467+88.3% | $6,531+57.6% |
| Admin fee / account holder | $2,859 | $18,825-84.8% | $16,047-82.2% | $14,480-80.3% |