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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 | $269,516 | $157,296+71.3% | $141,191+90.9% | $152,897+76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.48% | 64.34%-35.9pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $5,407 | $5,262+2.8% | $4,736+14.2% | $4,764+13.5% |
| Participant deferral / active EE | $11,913 | $7,111+67.5% | $6,710+77.5% | $5,851+103.6% |
| Admin fee / account holder | $1,918 | $12,125-84.2% | $10,264-81.3% | $11,599-83.5% |