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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 | $174,379+56.6% | $152,093+79.5% | $138,895+96.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.97% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,237 | $4,652-30.4% | $4,175-22.5% | $4,194-22.8% |
| Participant deferral / active EE | $10,281 | $6,159+66.9% | $5,451+88.6% | $6,396+60.7% |
| Admin fee / account holder | $591 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |