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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 | $257,800 | $156,398+64.8% | $147,318+75.0% | $138,895+85.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.32% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $4,000 | $4,853-17.6% | $4,593-12.9% | $4,194-4.6% |
| Participant deferral / active EE | $19,417 | $8,237+135.7% | $7,906+145.6% | $6,396+203.6% |
| Admin fee / account holder | $2,528 | $14,976-83.1% | $13,708-81.6% | $12,562-79.9% |