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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 | $270,794 | $154,228+75.6% | $145,433+86.2% | $137,256+97.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.70% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,001 | $4,804-58.4% | $4,554-56.1% | $4,156-51.9% |
| Participant deferral / active EE | $10,764 | $8,216+31.0% | $7,897+36.3% | $6,407+68.0% |
| Admin fee / account holder | $1,197 | $14,344-91.7% | $13,129-90.9% | $12,270-90.2% |