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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 | $266,356 | $116,203+129.2% | $93,621+184.5% | $152,909+74.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.87% | 35.96%-14.1pp | 32.76%-10.9pp | 345.46%-323.6pp |
| Employer contribution / active EE | $12,922 | $3,219+301.4% | $2,719+375.3% | $4,764+171.2% |
| Participant deferral / active EE | $7,976 | $4,605+73.2% | $4,070+96.0% | $5,851+36.3% |
| Admin fee / account holder | $4,859 | $10,751-54.8% | $7,890-38.4% | $11,601-58.1% |