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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 | $254,010 | $154,228+64.7% | $145,433+74.7% | $137,256+85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.61% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,937 | $4,804-59.7% | $4,554-57.5% | $4,156-53.4% |
| Participant deferral / active EE | $7,729 | $8,216-5.9% | $7,897-2.1% | $6,407+20.6% |
| Admin fee / account holder | $2,074 | $14,344-85.5% | $13,129-84.2% | $12,270-83.1% |