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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 | $294,673 | $155,555+89.4% | $146,866+100.6% | $155,188+89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.59% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $4,996 | $4,647+7.5% | $4,425+12.9% | $4,248+17.6% |
| Participant deferral / active EE | $21,645 | $8,044+169.1% | $7,759+179.0% | $6,531+231.4% |
| Admin fee / account holder | $10,165 | $14,755-31.1% | $13,620-25.4% | $14,480-29.8% |