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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 | $256,712 | $154,228+66.4% | $145,433+76.5% | $137,256+87.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,966 | $4,804-38.3% | $4,554-34.9% | $4,156-28.6% |
| Participant deferral / active EE | $12,779 | $8,216+55.5% | $7,897+61.8% | $6,407+99.5% |
| Admin fee / account holder | $2,715 | $14,344-81.1% | $13,129-79.3% | $12,270-77.9% |