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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 | $264,426 | $166,242+59.1% | $165,071+60.2% | $145,884+81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 100.44%-87.7pp | 70.17%-57.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,916 | $5,283+12.0% | $4,347+36.1% | $4,662+26.9% |
| Participant deferral / active EE | $23,439 | $6,964+236.6% | $6,035+288.4% | $6,690+250.4% |
| Admin fee / account holder | $9,239 | $16,658-44.5% | $12,695-27.2% | $13,392-31.0% |