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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 | $312,942 | $182,442+71.5% | $163,379+91.5% | $138,895+125.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.37% | 72.74%-59.4pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,499 | $4,159-39.9% | $3,752-33.4% | $4,194-40.4% |
| Participant deferral / active EE | $7,422 | $6,817+8.9% | $6,282+18.1% | $6,396+16.0% |
| Admin fee / account holder | $10,140 | $10,396-2.5% | $9,818+3.3% | $12,562-19.3% |