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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 | $253,742 | $124,980+103.0% | $108,359+134.2% | $154,746+64.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.76% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,707 | $2,851-5.0% | $2,399+12.8% | $4,379-38.2% |
| Participant deferral / active EE | $5,805 | $4,743+22.4% | $4,137+40.3% | $6,730-13.8% |
| Admin fee / account holder | $2,236 | $11,502-80.6% | $9,741-77.0% | $14,365-84.4% |