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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 | $260,325 | $117,846+120.9% | $102,434+154.1% | $145,884+78.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,308 | $3,615-8.5% | $3,023+9.4% | $4,662-29.1% |
| Participant deferral / active EE | $21,105 | $5,733+268.1% | $5,055+317.5% | $6,690+215.5% |
| Admin fee / account holder | $3,693 | $13,356-72.3% | $9,462-61.0% | $13,392-72.4% |