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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 | $273,538 | $111,535+145.2% | $105,223+160.0% | $137,256+99.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.09% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $22,253 | $3,939+464.9% | $3,689+503.3% | $4,156+435.4% |
| Participant deferral / active EE | $15,667 | $5,500+184.9% | $5,072+208.9% | $6,407+144.5% |
| Admin fee / account holder | $2,225 | $9,721-77.1% | $8,859-74.9% | $12,270-81.9% |