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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 | $270,947 | $227,566+19.1% | $189,558+42.9% | $167,518+61.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 25.44% | 78.43%-53.0pp | 64.19%-38.7pp | 478.71%-453.3pp |
| Employer contribution / active EE | $743 | $5,316-86.0% | $4,412-83.2% | $4,838-84.6% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,342+36.7% |
| Admin fee / account holder | $3,067 | $11,881-74.2% | $9,809-68.7% | $12,312-75.1% |