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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 | $185,312+59.3% | $161,489+82.8% | $154,746+90.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.31% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,836 | $4,769-40.5% | $4,268-33.6% | $4,379-35.2% |
| Participant deferral / active EE | $5,803 | $6,350-8.6% | $5,630+3.1% | $6,730-13.8% |
| Admin fee / account holder | $11,411 | $18,654-38.8% | $16,006-28.7% | $14,365-20.6% |