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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 | $289,684 | $185,312+56.3% | $161,489+79.4% | $154,746+87.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.51% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $6,463 | $4,769+35.5% | $4,268+51.4% | $4,379+47.6% |
| Participant deferral / active EE | $6,441 | $6,350+1.4% | $5,630+14.4% | $6,730-4.3% |
| Admin fee / account holder | $737 | $18,654-96.0% | $16,006-95.4% | $14,365-94.9% |