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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 | $262,600 | $157,304+66.9% | $141,197+86.0% | $152,909+71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.34% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,992 | $5,263-24.1% | $4,736-15.7% | $4,764-16.2% |
| Participant deferral / active EE | $19,986 | $7,111+181.1% | $6,710+197.8% | $5,851+241.6% |
| Admin fee / account holder | $1,005 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |