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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 | $284,262 | $209,422+35.7% | $178,503+59.2% | $158,982+78.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.46% | 188.81%-173.3pp | 151.12%-135.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,047 | $5,707-64.1% | $5,011-59.2% | $4,763-57.0% |
| Participant deferral / active EE | $4,578 | $5,955-23.1% | $5,202-12.0% | $5,983-23.5% |
| Admin fee / account holder | $10,875 | $17,079-36.3% | $13,987-22.2% | $11,252-3.3% |