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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 | $255,773 | $223,823+14.3% | $211,142+21.1% | $154,746+65.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.85% | 50.39%-33.5pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,586 | $6,787-76.6% | $6,442-75.4% | $4,379-63.8% |
| Participant deferral / active EE | $4,277 | $9,750-56.1% | $9,284-53.9% | $6,730-36.5% |
| Admin fee / account holder | $10,249 | $19,707-48.0% | $19,076-46.3% | $14,365-28.7% |