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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 | $271,884 | $157,296+72.8% | $141,191+92.6% | $152,897+77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.30% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,153 | $5,262-78.1% | $4,736-75.7% | $4,764-75.8% |
| Participant deferral / active EE | $10,030 | $7,111+41.1% | $6,710+49.5% | $5,851+71.4% |
| Admin fee / account holder | $650 | $12,125-94.6% | $10,264-93.7% | $11,599-94.4% |