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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 | $259,453 | $156,398+65.9% | $147,318+76.1% | $138,895+86.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.58% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,215 | $4,853-75.0% | $4,593-73.5% | $4,194-71.0% |
| Participant deferral / active EE | $8,194 | $8,237-0.5% | $7,906+3.6% | $6,396+28.1% |
| Admin fee / account holder | $1,152 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |