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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 | $284,923 | $178,174+59.9% | $156,181+82.4% | $137,256+107.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,373 | $4,972-52.3% | $4,294-44.7% | $4,156-42.9% |
| Participant deferral / active EE | $18,050 | $6,888+162.1% | $6,132+194.3% | $6,407+181.7% |
| Admin fee / account holder | $5,908 | $17,404-66.1% | $14,586-59.5% | $12,270-51.9% |