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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 | $156,616+62.0% | $133,346+90.3% | $198,609+27.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.76% | 44.25%-32.5pp | 36.85%-25.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,707 | $3,368-19.6% | $2,853-5.1% | $5,055-46.5% |
| Participant deferral / active EE | $5,805 | $4,920+18.0% | $4,332+34.0% | $6,977-16.8% |
| Admin fee / account holder | $2,236 | $17,468-87.2% | $14,264-84.3% | $19,030-88.2% |