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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 | $263,995 | $148,623+77.6% | $135,974+94.2% | $139,466+89.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.99% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $3,151 | $5,246-39.9% | $4,859-35.2% | $4,754-33.7% |
| Participant deferral / active EE | $9,908 | $8,103+22.3% | $7,760+27.7% | $6,712+47.6% |
| Admin fee / account holder | $2,945 | $12,406-76.3% | $10,767-72.6% | $11,409-74.2% |