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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 | $307,611 | $185,312+66.0% | $161,489+90.5% | $154,746+98.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.47% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,780 | $4,769-20.7% | $4,268-11.4% | $4,379-13.7% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $2,078 | $18,654-88.9% | $16,006-87.0% | $14,365-85.5% |