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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 | $270,488 | $106,918+153.0% | $84,021+221.9% | $152,897+76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.02% | 105.01%-84.0pp | 71.32%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,038 | $2,735-62.0% | $1,984-47.7% | $4,764-78.2% |
| Participant deferral / active EE | $4,560 | $4,012+13.6% | $3,239+40.8% | $5,851-22.1% |
| Admin fee / account holder | $7,166 | $8,288-13.5% | $6,102+17.5% | $11,599-38.2% |