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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 | $287,128 | $154,228+86.2% | $145,433+97.4% | $137,256+109.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,145 | $4,804-34.5% | $4,554-30.9% | $4,156-24.3% |
| Participant deferral / active EE | $12,211 | $8,216+48.6% | $7,897+54.6% | $6,407+90.6% |
| Admin fee / account holder | $368 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |