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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 | $273,000 | $172,111+58.6% | $150,298+81.6% | $137,256+98.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.46% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,240 | $4,636-30.1% | $4,154-22.0% | $4,156-22.0% |
| Participant deferral / active EE | $5,380 | $6,166-12.7% | $5,453-1.3% | $6,407-16.0% |
| Admin fee / account holder | $1,201 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |