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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 | $166,131+52.1% | $164,975+53.1% | $145,877+73.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.37%-89.3pp | 70.12%-59.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,362 | $5,276-17.3% | $4,343+0.4% | $4,663-6.5% |
| Participant deferral / active EE | $10,279 | $6,962+47.6% | $6,033+70.4% | $6,691+53.6% |
| Admin fee / account holder | $1,134 | $16,648-93.2% | $12,688-91.1% | $13,402-91.5% |