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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 | $282,864 | $172,111+64.4% | $150,298+88.2% | $137,256+106.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.24% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,001 | $4,636-56.8% | $4,154-51.8% | $4,156-51.8% |
| Participant deferral / active EE | $13,010 | $6,166+111.0% | $5,453+138.6% | $6,407+103.1% |
| Admin fee / account holder | $1,675 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |