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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 | $277,313 | $156,616+77.1% | $133,346+108.0% | $198,609+39.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.69% | 44.25%-32.6pp | 36.85%-25.2pp | 202.70%-191.0pp |
| Employer contribution / active EE | $3,885 | $3,368+15.4% | $2,853+36.2% | $5,055-23.1% |
| Participant deferral / active EE | $12,181 | $4,920+147.6% | $4,332+181.2% | $6,977+74.6% |
| Admin fee / account holder | $2,560 | $17,468-85.3% | $14,264-82.1% | $19,030-86.5% |