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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 | $308,116 | $156,398+97.0% | $147,318+109.1% | $138,895+121.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.93% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,671 | $4,853-45.0% | $4,593-41.9% | $4,194-36.3% |
| Participant deferral / active EE | $12,014 | $8,237+45.8% | $7,906+51.9% | $6,396+87.8% |
| Admin fee / account holder | $2,911 | $14,976-80.6% | $13,708-78.8% | $12,562-76.8% |