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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 | $307,611 | $227,399+35.3% | $189,758+62.1% | $198,609+54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.47% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,780 | $5,526-31.6% | $4,767-20.7% | $5,055-25.2% |
| Participant deferral / active EE | $23,500 | $6,837+243.7% | $5,856+301.3% | $6,977+236.8% |
| Admin fee / account holder | $2,078 | $25,162-91.7% | $20,388-89.8% | $19,030-89.1% |