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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 | $277,401 | $178,174+55.7% | $156,181+77.6% | $137,256+102.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.42% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,786 | $4,972-44.0% | $4,294-35.1% | $4,156-33.0% |
| Participant deferral / active EE | $8,385 | $6,888+21.7% | $6,132+36.7% | $6,407+30.9% |
| Admin fee / account holder | $18,255 | $17,404+4.9% | $14,586+25.2% | $12,270+48.8% |