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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 | $289,871 | $185,312+56.4% | $161,489+79.5% | $154,746+87.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.74% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,953 | $4,769-59.0% | $4,268-54.2% | $4,379-55.4% |
| Participant deferral / active EE | $9,245 | $6,350+45.6% | $5,630+64.2% | $6,730+37.4% |
| Admin fee / account holder | $13,013 | $18,654-30.2% | $16,006-18.7% | $14,365-9.4% |