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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 | $286,819 | $162,136+76.9% | $152,301+88.3% | $154,746+85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.68% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,652 | $4,890-66.2% | $4,624-64.3% | $4,379-62.3% |
| Participant deferral / active EE | $8,180 | $8,341-1.9% | $8,004+2.2% | $6,730+21.5% |
| Admin fee / account holder | $1,897 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |