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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 | $317,561 | $124,980+154.1% | $108,359+193.1% | $154,746+105.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.59% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,280 | $2,851-55.1% | $2,399-46.7% | $4,379-70.8% |
| Participant deferral / active EE | $3,200 | $4,743-32.5% | $4,137-22.6% | $6,730-52.5% |
| Admin fee / account holder | $15,006 | $11,502+30.5% | $9,741+54.0% | $14,365+4.5% |