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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 | $283,057 | $156,398+81.0% | $147,318+92.1% | $138,895+103.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.27% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $4,573 | $4,853-5.8% | $4,593-0.4% | $4,194+9.0% |
| Participant deferral / active EE | $11,172 | $8,237+35.6% | $7,906+41.3% | $6,396+74.7% |
| Admin fee / account holder | $502 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |