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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 | $288,366 | $156,616+84.1% | $133,346+116.3% | $198,609+45.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.17% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,946 | $3,368-12.5% | $2,853+3.3% | $5,055-41.7% |
| Participant deferral / active EE | $18,193 | $4,920+269.8% | $4,332+319.9% | $6,977+160.8% |
| Admin fee / account holder | $2,903 | $17,468-83.4% | $14,264-79.7% | $19,030-84.7% |