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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 | $174,379+71.9% | $152,093+97.1% | $138,895+115.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.55% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,540 | $4,652-45.4% | $4,175-39.2% | $4,194-39.4% |
| Participant deferral / active EE | $6,350 | $6,159+3.1% | $5,451+16.5% | $6,396-0.7% |
| Admin fee / account holder | $1,320 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |