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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 | $267,004 | $174,379+53.1% | $152,093+75.6% | $138,895+92.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.46% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,220 | $4,652-52.3% | $4,175-46.8% | $4,194-47.1% |
| Participant deferral / active EE | $6,300 | $6,159+2.3% | $5,451+15.6% | $6,396-1.5% |
| Admin fee / account holder | $1,450 | $16,880-91.4% | $14,497-90.0% | $12,562-88.5% |