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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 | $276,692 | $227,399+21.7% | $189,758+45.8% | $198,609+39.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.99% | 61.03%-44.0pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $3,229 | $5,526-41.6% | $4,767-32.3% | $5,055-36.1% |
| Participant deferral / active EE | $4,423 | $6,837-35.3% | $5,856-24.5% | $6,977-36.6% |
| Admin fee / account holder | $51,508 | $25,162+104.7% | $20,388+152.6% | $19,030+170.7% |