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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 | $303,924 | $114,119+166.3% | $107,187+183.5% | $138,895+118.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.28% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,106 | $4,059+50.4% | $3,782+61.4% | $4,194+45.6% |
| Participant deferral / active EE | $9,428 | $5,538+70.3% | $5,096+85.0% | $6,396+47.4% |
| Admin fee / account holder | $3,191 | $10,024-68.2% | $9,162-65.2% | $12,562-74.6% |