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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 | $270,848 | $162,136+67.0% | $152,301+77.8% | $154,746+75.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.47% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,539 | $4,890-48.1% | $4,624-45.1% | $4,379-42.0% |
| Participant deferral / active EE | $4,559 | $8,341-45.3% | $8,004-43.0% | $6,730-32.3% |
| Admin fee / account holder | $8,751 | $15,759-44.5% | $14,398-39.2% | $14,365-39.1% |