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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 | $294,141 | $156,398+88.1% | $147,318+99.7% | $138,895+111.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.56% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,439 | $4,853-49.7% | $4,593-46.9% | $4,194-41.8% |
| Participant deferral / active EE | $11,970 | $8,237+45.3% | $7,906+51.4% | $6,396+87.1% |
| Admin fee / account holder | $4,254 | $14,976-71.6% | $13,708-69.0% | $12,562-66.1% |