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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 | $259,635 | $178,174+45.7% | $156,181+66.2% | $137,256+89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.51% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,849 | $4,972-62.8% | $4,294-56.9% | $4,156-55.5% |
| Participant deferral / active EE | $9,108 | $6,888+32.2% | $6,132+48.5% | $6,407+42.2% |
| Admin fee / account holder | $1,241 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |