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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 | $273,001 | $227,399+20.1% | $189,758+43.9% | $198,609+37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.97% | 61.03%-41.1pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,237 | $5,526-41.4% | $4,767-32.1% | $5,055-36.0% |
| Participant deferral / active EE | $10,281 | $6,837+50.4% | $5,856+75.6% | $6,977+47.4% |
| Admin fee / account holder | $591 | $25,162-97.7% | $20,388-97.1% | $19,030-96.9% |