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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 | $260,031 | $90,486+187.4% | $78,676+230.5% | $273,972-5.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.82% | 75.62%-66.8pp | 62.19%-53.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,733 | $3,175-45.4% | $2,850-39.2% | $4,869-64.4% |
| Participant deferral / active EE | $5,270 | $3,901+35.1% | $3,517+49.9% | $5,287-0.3% |
| Admin fee / account holder | $345 | $5,263-93.4% | $4,510-92.4% | $10,133-96.6% |