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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 | $252,607 | $166,268+51.9% | $165,100+53.0% | $145,897+73.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $4,362 | $5,284-17.4% | $4,348+0.3% | $4,663-6.4% |
| Participant deferral / active EE | $10,279 | $6,964+47.6% | $6,035+70.3% | $6,689+53.7% |
| Admin fee / account holder | $1,134 | $16,659-93.2% | $12,696-91.1% | $13,390-91.5% |