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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 | $114,013+147.1% | $103,693+171.7% | $155,188+81.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 25.18% | 49.31%-24.1pp | 47.61%-22.4pp | 148.84%-123.7pp |
| Employer contribution / active EE | $2,880 | $3,131-8.0% | $2,920-1.4% | $4,248-32.2% |
| Participant deferral / active EE | $28,188 | $4,970+467.2% | $4,579+515.5% | $6,531+331.6% |
| Admin fee / account holder | $1,661 | $8,407-80.2% | $7,858-78.9% | $14,480-88.5% |