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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 | $251,176 | $183,539+36.9% | $155,556+61.5% | $145,897+72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.40% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,504 | $5,315-34.1% | $4,675-25.1% | $4,663-24.9% |
| Participant deferral / active EE | $14,129 | $6,467+118.5% | $5,631+150.9% | $6,689+111.2% |
| Admin fee / account holder | $1,833 | $19,275-90.5% | $15,885-88.5% | $13,390-86.3% |