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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 | $275,182 | $156,398+76.0% | $147,318+86.8% | $138,895+98.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.80% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $6,744 | $4,853+39.0% | $4,593+46.8% | $4,194+60.8% |
| Participant deferral / active EE | $3,520 | $8,237-57.3% | $7,906-55.5% | $6,396-45.0% |
| Admin fee / account holder | $10,070 | $14,976-32.8% | $13,708-26.5% | $12,562-19.8% |