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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 | $276,631 | $157,296+75.9% | $141,191+95.9% | $152,897+80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.99% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,335 | $5,262-55.6% | $4,736-50.7% | $4,764-51.0% |
| Participant deferral / active EE | $8,575 | $7,111+20.6% | $6,710+27.8% | $5,851+46.5% |
| Admin fee / account holder | $2,614 | $12,125-78.4% | $10,264-74.5% | $11,599-77.5% |