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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 | $310,210 | $172,111+80.2% | $150,298+106.4% | $137,256+126.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,254 | $4,636-51.4% | $4,154-45.7% | $4,156-45.8% |
| Participant deferral / active EE | $3,917 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $1,370 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |