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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 | $289,959 | $114,119+154.1% | $107,187+170.5% | $138,895+108.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.96% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,308 | $4,059-43.1% | $3,782-39.0% | $4,194-45.0% |
| Participant deferral / active EE | $5,403 | $5,538-2.4% | $5,096+6.0% | $6,396-15.5% |
| Admin fee / account holder | $12,404 | $10,024+23.7% | $9,162+35.4% | $12,562-1.3% |