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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 | $279,772 | $232,540+20.3% | $185,117+51.1% | $147,585+89.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.19% | 43.03%-25.8pp | 40.50%-23.3pp | 578.58%-561.4pp |
| Employer contribution / active EE | $5,845 | $5,195+12.5% | $4,182+39.8% | $4,876+19.9% |
| Participant deferral / active EE | $7,927 | $5,834+35.9% | $5,045+57.1% | $5,439+45.8% |
| Admin fee / account holder | $1,153 | $10,275-88.8% | $8,159-85.9% | $10,886-89.4% |