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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 | $295,565 | $156,398+89.0% | $147,318+100.6% | $138,895+112.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.99% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,707 | $4,853-44.2% | $4,593-41.1% | $4,194-35.5% |
| Participant deferral / active EE | $3,383 | $8,237-58.9% | $7,906-57.2% | $6,396-47.1% |
| Admin fee / account holder | $4,828 | $14,976-67.8% | $13,708-64.8% | $12,562-61.6% |