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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 | $292,041 | $154,228+89.4% | $145,433+100.8% | $137,256+112.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.03% | 74.59%-47.6pp | 66.58%-39.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $6,869 | $4,804+43.0% | $4,554+50.8% | $4,156+65.3% |
| Participant deferral / active EE | $4,629 | $8,216-43.7% | $7,897-41.4% | $6,407-27.7% |
| Admin fee / account holder | $9,161 | $14,344-36.1% | $13,129-30.2% | $12,270-25.3% |