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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 | $281,181 | $181,062+55.3% | $158,223+77.7% | $155,188+81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.69% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,655 | $4,565-41.8% | $4,109-35.4% | $4,248-37.5% |
| Participant deferral / active EE | $8,753 | $6,134+42.7% | $5,467+60.1% | $6,531+34.0% |
| Admin fee / account holder | $2,282 | $18,825-87.9% | $16,047-85.8% | $14,480-84.2% |