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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 | $295,020 | $185,312+59.2% | $161,489+82.7% | $154,746+90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.08% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $10,611 | $4,769+122.5% | $4,268+148.6% | $4,379+142.3% |
| Participant deferral / active EE | $7,748 | $6,350+22.0% | $5,630+37.6% | $6,730+15.1% |
| Admin fee / account holder | $10,096 | $18,654-45.9% | $16,006-36.9% | $14,365-29.7% |