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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 | $277,676 | $178,174+55.8% | $156,181+77.8% | $137,256+102.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.71% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,645 | $4,972-46.8% | $4,294-38.4% | $4,156-36.4% |
| Participant deferral / active EE | $69,791 | $6,888+913.2% | $6,132+1038.1% | $6,407+989.3% |
| Admin fee / account holder | $44,750 | $17,404+157.1% | $14,586+206.8% | $12,270+264.7% |