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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 | $308,052 | $174,379+76.7% | $152,093+102.5% | $138,895+121.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.00% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,615 | $4,652-43.8% | $4,175-37.4% | $4,194-37.7% |
| Participant deferral / active EE | $6,772 | $6,159+9.9% | $5,451+24.2% | $6,396+5.9% |
| Admin fee / account holder | $6,762 | $16,880-59.9% | $14,497-53.4% | $12,562-46.2% |