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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 | $262,059 | $111,535+135.0% | $105,223+149.1% | $137,256+90.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.22% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,875 | $3,939-27.0% | $3,689-22.1% | $4,156-30.8% |
| Participant deferral / active EE | $9,099 | $5,500+65.4% | $5,072+79.4% | $6,407+42.0% |
| Admin fee / account holder | $13,776 | $9,721+41.7% | $8,859+55.5% | $12,270+12.3% |