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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 | $251,213 | $157,270+59.7% | $141,173+77.9% | $152,870+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.80% | 64.33%-38.5pp | 71.40%-45.6pp | 345.34%-319.5pp |
| Employer contribution / active EE | $2,589 | $5,261-50.8% | $4,735-45.3% | $4,763-45.6% |
| Participant deferral / active EE | $9,642 | $7,110+35.6% | $6,710+43.7% | $5,850+64.8% |
| Admin fee / account holder | $1,263 | $12,121-89.6% | $10,262-87.7% | $11,597-89.1% |