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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 | $287,882 | $174,379+65.1% | $152,093+89.3% | $138,895+107.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.05% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,610 | $4,652-43.9% | $4,175-37.5% | $4,194-37.8% |
| Participant deferral / active EE | $10,567 | $6,159+71.6% | $5,451+93.8% | $6,396+65.2% |
| Admin fee / account holder | $8,449 | $16,880-49.9% | $14,497-41.7% | $12,562-32.7% |