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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 | $256,917 | $156,398+64.3% | $147,318+74.4% | $138,895+85.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.97% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,517 | $4,853-27.5% | $4,593-23.4% | $4,194-16.1% |
| Participant deferral / active EE | $7,052 | $8,237-14.4% | $7,906-10.8% | $6,396+10.2% |
| Admin fee / account holder | $14,388 | $14,976-3.9% | $13,708+5.0% | $12,562+14.5% |