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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 | $291,593 | $156,398+86.4% | $147,318+97.9% | $138,895+109.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.07% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $7,911 | $4,853+63.0% | $4,593+72.2% | $4,194+88.6% |
| Participant deferral / active EE | $9,888 | $8,237+20.0% | $7,906+25.1% | $6,396+54.6% |
| Admin fee / account holder | $3,225 | $14,976-78.5% | $13,708-76.5% | $12,562-74.3% |