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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 | $268,696 | $157,829+70.2% | $136,867+96.3% | $198,609+35.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.87% | 51.25%-31.4pp | 42.97%-23.1pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,488 | $3,923-62.1% | $3,547-58.0% | $5,055-70.6% |
| Participant deferral / active EE | $13,993 | $5,463+156.2% | $4,924+184.2% | $6,977+100.6% |
| Admin fee / account holder | $1,094 | $11,107-90.1% | $10,340-89.4% | $19,030-94.3% |