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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 | $156,398+86.7% | $147,318+98.2% | $138,895+110.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.03% | 78.75%-51.7pp | 70.43%-43.4pp | 145.39%-118.4pp |
| Employer contribution / active EE | $6,869 | $4,853+41.5% | $4,593+49.6% | $4,194+63.8% |
| Participant deferral / active EE | $4,629 | $8,237-43.8% | $7,906-41.4% | $6,396-27.6% |
| Admin fee / account holder | $9,161 | $14,976-38.8% | $13,708-33.2% | $12,562-27.1% |