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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 | $250,726 | $174,379+43.8% | $152,093+64.9% | $138,895+80.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.44% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $8,122 | $4,652+74.6% | $4,175+94.6% | $4,194+93.6% |
| Participant deferral / active EE | $9,879 | $6,159+60.4% | $5,451+81.2% | $6,396+54.5% |
| Admin fee / account holder | $2,507 | $16,880-85.2% | $14,497-82.7% | $12,562-80.0% |