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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 | $255,299 | $154,228+65.5% | $145,433+75.5% | $137,256+86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.11% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,846 | $4,804+105.0% | $4,554+116.2% | $4,156+136.9% |
| Participant deferral / active EE | $7,404 | $8,216-9.9% | $7,897-6.2% | $6,407+15.6% |
| Admin fee / account holder | $4,145 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |