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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 | $274,043 | $111,535+145.7% | $105,223+160.4% | $137,256+99.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.48% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $10,842 | $3,939+175.2% | $3,689+193.9% | $4,156+160.9% |
| Participant deferral / active EE | $8,642 | $5,500+57.1% | $5,072+70.4% | $6,407+34.9% |
| Admin fee / account holder | $17,641 | $9,721+81.5% | $8,859+99.1% | $12,270+43.8% |