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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 | $268,147 | $156,398+71.5% | $147,318+82.0% | $138,895+93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.27% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,405 | $4,853-29.8% | $4,593-25.9% | $4,194-18.8% |
| Participant deferral / active EE | $7,875 | $8,237-4.4% | $7,906-0.4% | $6,396+23.1% |
| Admin fee / account holder | $1,021 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |