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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 | $255,773 | $227,291+12.5% | $214,702+19.1% | $155,188+64.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.85% | 60.08%-43.2pp | 54.55%-37.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,586 | $6,772-76.6% | $6,461-75.4% | $4,248-62.7% |
| Participant deferral / active EE | $4,277 | $9,582-55.4% | $9,147-53.2% | $6,531-34.5% |
| Admin fee / account holder | $10,249 | $20,413-49.8% | $19,830-48.3% | $14,480-29.2% |