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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 | $166,020+59.3% | $164,866+60.4% | $145,959+81.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 100.08%-87.4pp | 69.97%-57.2pp | 561.95%-549.2pp |
| Employer contribution / active EE | $5,916 | $5,275+12.2% | $4,343+36.2% | $4,661+26.9% |
| Participant deferral / active EE | $23,439 | $6,961+236.7% | $6,033+288.5% | $6,689+250.4% |
| Admin fee / account holder | $9,239 | $16,644-44.5% | $12,689-27.2% | $13,398-31.0% |