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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 | $280,726 | $156,398+79.5% | $147,318+90.6% | $138,895+102.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.87% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $4,974 | $4,853+2.5% | $4,593+8.3% | $4,194+18.6% |
| Participant deferral / active EE | $9,718 | $8,237+18.0% | $7,906+22.9% | $6,396+51.9% |
| Admin fee / account holder | $7,177 | $14,976-52.1% | $13,708-47.6% | $12,562-42.9% |