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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 | $258,716 | $111,535+132.0% | $105,223+145.9% | $137,256+88.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.34% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,266 | $3,939+8.3% | $3,689+15.7% | $4,156+2.6% |
| Participant deferral / active EE | $30,091 | $5,500+447.1% | $5,072+493.3% | $6,407+369.7% |
| Admin fee / account holder | $4,773 | $9,721-50.9% | $8,859-46.1% | $12,270-61.1% |