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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 | $268,318 | $157,304+70.6% | $141,197+90.0% | $152,909+75.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.94% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $4,436 | $5,263-15.7% | $4,736-6.3% | $4,764-6.9% |
| Participant deferral / active EE | $9,444 | $7,111+32.8% | $6,710+40.7% | $5,851+61.4% |
| Admin fee / account holder | $3,020 | $12,126-75.1% | $10,265-70.6% | $11,601-74.0% |