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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 | $293,548 | $99,053+196.4% | $88,179+232.9% | $138,895+111.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.15% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $5,379 | $2,882+86.6% | $2,549+111.0% | $4,194+28.3% |
| Participant deferral / active EE | $8,201 | $5,225+56.9% | $4,614+77.7% | $6,396+28.2% |
| Admin fee / account holder | $894 | $8,748-89.8% | $7,673-88.3% | $12,562-92.9% |