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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 | $272,846 | $154,228+76.9% | $145,433+87.6% | $137,256+98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.93% | 74.59%-51.7pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,205 | $4,804-54.1% | $4,554-51.6% | $4,156-46.9% |
| Participant deferral / active EE | $13,965 | $8,216+70.0% | $7,897+76.8% | $6,407+118.0% |
| Admin fee / account holder | $4,946 | $14,344-65.5% | $13,129-62.3% | $12,270-59.7% |