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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 | $268,020 | $174,379+53.7% | $152,093+76.2% | $138,895+93.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.06% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $11,596 | $4,652+149.3% | $4,175+177.8% | $4,194+176.5% |
| Participant deferral / active EE | $10,014 | $6,159+62.6% | $5,451+83.7% | $6,396+56.6% |
| Admin fee / account holder | $2,397 | $16,880-85.8% | $14,497-83.5% | $12,562-80.9% |