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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 | $292,041 | $162,136+80.1% | $152,301+91.8% | $154,746+88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.03% | 91.02%-64.0pp | 80.50%-53.5pp | 172.34%-145.3pp |
| Employer contribution / active EE | $6,869 | $4,890+40.5% | $4,624+48.5% | $4,379+56.9% |
| Participant deferral / active EE | $4,629 | $8,341-44.5% | $8,004-42.2% | $6,730-31.2% |
| Admin fee / account holder | $9,161 | $15,759-41.9% | $14,398-36.4% | $14,365-36.2% |