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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 | $172,111+60.8% | $150,298+84.1% | $137,256+101.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.99% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,229 | $4,636-30.4% | $4,154-22.3% | $4,156-22.3% |
| Participant deferral / active EE | $4,423 | $6,166-28.3% | $5,453-18.9% | $6,407-31.0% |
| Admin fee / account holder | $51,508 | $16,471+212.7% | $14,116+264.9% | $12,270+319.8% |