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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 | $302,679 | $178,174+69.9% | $156,181+93.8% | $137,256+120.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.61% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $6,000 | $4,972+20.7% | $4,294+39.7% | $4,156+44.4% |
| Participant deferral / active EE | $26,000 | $6,888+277.5% | $6,132+324.0% | $6,407+305.8% |
| Admin fee / account holder | $1,203 | $17,404-93.1% | $14,586-91.8% | $12,270-90.2% |