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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 | $266,860 | $165,399+61.3% | $149,745+78.2% | $158,982+67.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.40% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,545 | $5,105-50.2% | $4,646-45.2% | $4,763-46.6% |
| Participant deferral / active EE | $2,773 | $7,183-61.4% | $6,843-59.5% | $5,983-53.7% |
| Admin fee / account holder | $12,769 | $10,811+18.1% | $9,312+37.1% | $11,252+13.5% |