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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 | $262,773 | $183,592+43.1% | $155,567+68.9% | $145,959+80.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.9pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,674+7.0% | $4,661+7.3% |
| Participant deferral / active EE | $3,301 | $6,464-48.9% | $5,628-41.3% | $6,689-50.6% |
| Admin fee / account holder | $1,083 | $19,318-94.4% | $15,916-93.2% | $13,398-91.9% |