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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 | $281,231 | $157,304+78.8% | $141,197+99.2% | $152,909+83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.64% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $6,109 | $5,263+16.1% | $4,736+29.0% | $4,764+28.2% |
| Participant deferral / active EE | $9,955 | $7,111+40.0% | $6,710+48.4% | $5,851+70.1% |
| Admin fee / account holder | $2,474 | $12,126-79.6% | $10,265-75.9% | $11,601-78.7% |