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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 | $284,863 | $178,174+59.9% | $156,181+82.4% | $137,256+107.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.87% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,339 | $4,972+67.7% | $4,294+94.2% | $4,156+100.6% |
| Participant deferral / active EE | $17,275 | $6,888+150.8% | $6,132+181.7% | $6,407+169.6% |
| Admin fee / account holder | $6,729 | $17,404-61.3% | $14,586-53.9% | $12,270-45.2% |