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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 | $181,062+70.1% | $158,223+94.7% | $155,188+98.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.00% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,615 | $4,565-42.7% | $4,109-36.4% | $4,248-38.4% |
| Participant deferral / active EE | $6,772 | $6,134+10.4% | $5,467+23.9% | $6,531+3.7% |
| Admin fee / account holder | $6,762 | $18,825-64.1% | $16,047-57.9% | $14,480-53.3% |