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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 | $317,863 | $185,312+71.5% | $161,489+96.8% | $154,746+105.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.10% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,391 | $4,769-70.8% | $4,268-67.4% | $4,379-68.2% |
| Participant deferral / active EE | $8,772 | $6,350+38.1% | $5,630+55.8% | $6,730+30.3% |
| Admin fee / account holder | $2,255 | $18,654-87.9% | $16,006-85.9% | $14,365-84.3% |