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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 | $287,924 | $209,336+37.5% | $197,124+46.1% | $137,256+109.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.05% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,980 | $6,591-24.4% | $6,227-20.0% | $4,156+19.8% |
| Participant deferral / active EE | $5,397 | $9,614-43.9% | $9,135-40.9% | $6,407-15.8% |
| Admin fee / account holder | $1,693 | $17,308-90.2% | $16,298-89.6% | $12,270-86.2% |