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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 | $261,035 | $157,304+65.9% | $141,197+84.9% | $152,909+70.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.82% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $6,792 | $5,263+29.1% | $4,736+43.4% | $4,764+42.6% |
| Participant deferral / active EE | $10,828 | $7,111+52.3% | $6,710+61.4% | $5,851+85.1% |
| Admin fee / account holder | $1,139 | $12,126-90.6% | $10,265-88.9% | $11,601-90.2% |