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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 | $262,887 | $154,228+70.5% | $145,433+80.8% | $137,256+91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.87% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,400 | $4,804-70.9% | $4,554-69.3% | $4,156-66.3% |
| Participant deferral / active EE | $5,971 | $8,216-27.3% | $7,897-24.4% | $6,407-6.8% |
| Admin fee / account holder | $29,974 | $14,344+109.0% | $13,129+128.3% | $12,270+144.3% |