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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 | $276,608 | $156,398+76.9% | $147,318+87.8% | $138,895+99.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,656 | $4,853-45.3% | $4,593-42.2% | $4,194-36.7% |
| Participant deferral / active EE | $21,985 | $8,237+166.9% | $7,906+178.1% | $6,396+243.7% |
| Admin fee / account holder | $8,148 | $14,976-45.6% | $13,708-40.6% | $12,562-35.1% |