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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 | $265,695 | $124,980+112.6% | $108,359+145.2% | $154,746+71.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.49% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $9,416 | $2,851+230.3% | $2,399+292.4% | $4,379+115.0% |
| Participant deferral / active EE | $1,395 | $4,743-70.6% | $4,137-66.3% | $6,730-79.3% |
| Admin fee / account holder | $65,913 | $11,502+473.1% | $9,741+576.7% | $14,365+358.8% |