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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 | $266,258 | $81,487+226.7% | $102,412+160.0% | $80,935+229.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 67.80% | 25.60%+42.2pp | 24.94%+42.9pp | 35.66%+32.1pp |
| Employer contribution / active EE | $7,073 | $3,103+127.9% | $3,870+82.8% | $2,757+156.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,313 | $6,717+232.2% | $8,388+166.0% | $6,924+222.2% |