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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 | $281,729 | $70,366+300.4% | $66,674+322.5% | $138,895+102.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 25.18% | 386.41%-361.2pp | 321.24%-296.1pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,880 | $2,765+4.2% | $2,620+9.9% | $4,194-31.3% |
| Participant deferral / active EE | $28,188 | $4,374+544.4% | $4,084+590.2% | $6,396+340.7% |
| Admin fee / account holder | $1,661 | $5,262-68.4% | $5,098-67.4% | $12,562-86.8% |