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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 | $276,514 | $223,823+23.5% | $211,142+31.0% | $154,746+78.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.27% | 50.39%-32.1pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,028 | $6,787-70.1% | $6,442-68.5% | $4,379-53.7% |
| Participant deferral / active EE | $23,712 | $9,750+143.2% | $9,284+155.4% | $6,730+252.3% |
| Admin fee / account holder | $947 | $19,707-95.2% | $19,076-95.0% | $14,365-93.4% |