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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 | $286,560 | $174,379+64.3% | $152,093+88.4% | $138,895+106.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.05% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,229 | $4,652-30.6% | $4,175-22.7% | $4,194-23.0% |
| Participant deferral / active EE | $8,657 | $6,159+40.6% | $5,451+58.8% | $6,396+35.3% |
| Admin fee / account holder | $872 | $16,880-94.8% | $14,497-94.0% | $12,562-93.1% |