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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 | $273,001 | $185,312+47.3% | $161,489+69.1% | $154,746+76.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.97% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,237 | $4,769-32.1% | $4,268-24.2% | $4,379-26.1% |
| Participant deferral / active EE | $10,281 | $6,350+61.9% | $5,630+82.6% | $6,730+52.7% |
| Admin fee / account holder | $591 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |