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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 | $274,748 | $157,296+74.7% | $141,191+94.6% | $152,897+79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.63% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $2,747 | $5,262-47.8% | $4,736-42.0% | $4,764-42.3% |
| Participant deferral / active EE | $5,656 | $7,111-20.5% | $6,710-15.7% | $5,851-3.3% |
| Admin fee / account holder | $2,131 | $12,125-82.4% | $10,264-79.2% | $11,599-81.6% |