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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 | $315,631 | $156,398+101.8% | $147,318+114.3% | $138,895+127.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.64% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,788 | $4,853-42.6% | $4,593-39.3% | $4,194-33.5% |
| Participant deferral / active EE | $4,841 | $8,237-41.2% | $7,906-38.8% | $6,396-24.3% |
| Admin fee / account holder | $883 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |