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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 | $299,730 | $181,062+65.5% | $158,223+89.4% | $155,188+93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.55% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,540 | $4,565-44.4% | $4,109-38.2% | $4,248-40.2% |
| Participant deferral / active EE | $6,350 | $6,134+3.5% | $5,467+16.2% | $6,531-2.8% |
| Admin fee / account holder | $1,320 | $18,825-93.0% | $16,047-91.8% | $14,480-90.9% |