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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 | $299,219 | $209,336+42.9% | $197,124+51.8% | $137,256+118.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.42% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,751 | $6,591-43.1% | $6,227-39.8% | $4,156-9.7% |
| Participant deferral / active EE | $10,778 | $9,614+12.1% | $9,135+18.0% | $6,407+68.2% |
| Admin fee / account holder | $2,548 | $17,308-85.3% | $16,298-84.4% | $12,270-79.2% |