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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 | $295,201 | $172,111+71.5% | $150,298+96.4% | $137,256+115.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.31% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,836 | $4,636-38.8% | $4,154-31.7% | $4,156-31.8% |
| Participant deferral / active EE | $5,803 | $6,166-5.9% | $5,453+6.4% | $6,407-9.4% |
| Admin fee / account holder | $11,411 | $16,471-30.7% | $14,116-19.2% | $12,270-7.0% |