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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 | $274,645 | $157,304+74.6% | $141,197+94.5% | $152,909+79.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,448 | $5,263-34.5% | $4,736-27.2% | $4,764-27.6% |
| Participant deferral / active EE | $10,309 | $7,111+45.0% | $6,710+53.6% | $5,851+76.2% |
| Admin fee / account holder | $4,130 | $12,126-65.9% | $10,265-59.8% | $11,601-64.4% |