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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 | $72,071+290.9% | $68,368+312.1% | $137,256+105.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.18% | 353.14%-328.0pp | 292.57%-267.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,880 | $2,788+3.3% | $2,649+8.7% | $4,156-30.7% |
| Participant deferral / active EE | $28,188 | $4,410+539.2% | $4,123+583.7% | $6,407+340.0% |
| Admin fee / account holder | $1,661 | $5,336-68.9% | $5,150-67.7% | $12,270-86.5% |