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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 | $297,978 | $124,346+139.6% | $111,306+167.7% | $167,553+77.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.56% | 37.46%-11.9pp | 54.67%-29.1pp | 478.89%-453.3pp |
| Employer contribution / active EE | $3,094 | $3,438-10.0% | $2,732+13.2% | $4,840-36.1% |
| Participant deferral / active EE | $7,492 | $5,182+44.6% | $4,488+66.9% | $6,343+18.1% |
| Admin fee / account holder | $10,592 | $10,623-0.3% | $7,966+33.0% | $12,316-14.0% |