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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 | $129,737+102.0% | $119,126+120.0% | $154,746+69.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.22% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,875 | $4,375-34.3% | $4,034-28.7% | $4,379-34.4% |
| Participant deferral / active EE | $9,099 | $5,842+55.8% | $5,318+71.1% | $6,730+35.2% |
| Admin fee / account holder | $13,776 | $11,961+15.2% | $10,693+28.8% | $14,365-4.1% |