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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 | $277,473 | $209,336+32.5% | $197,124+40.8% | $137,256+102.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 107.54% | 48.09%+59.4pp | 44.34%+63.2pp | 220.34%-112.8pp |
| Employer contribution / active EE | $4,852 | $6,591-26.4% | $6,227-22.1% | $4,156+16.8% |
| Participant deferral / active EE | $4,104 | $9,614-57.3% | $9,135-55.1% | $6,407-35.9% |
| Admin fee / account holder | $1,810 | $17,308-89.5% | $16,298-88.9% | $12,270-85.2% |