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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 | $264,538 | $135,956+94.6% | $123,894+113.5% | $273,972-3.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,508 | $5,170-32.1% | $4,617-24.0% | $4,869-27.9% |
| Participant deferral / active EE | $6,259 | $6,343-1.3% | $5,984+4.6% | $5,287+18.4% |
| Admin fee / account holder | $856 | $9,817-91.3% | $8,357-89.8% | $10,133-91.6% |