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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 | $274,544 | $156,398+75.5% | $147,318+86.4% | $138,895+97.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,507 | $4,853+13.5% | $4,593+19.9% | $4,194+31.3% |
| Participant deferral / active EE | $11,095 | $8,237+34.7% | $7,906+40.3% | $6,396+73.5% |
| Admin fee / account holder | $2,971 | $14,976-80.2% | $13,708-78.3% | $12,562-76.3% |