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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 | $276,833 | $174,379+58.8% | $152,093+82.0% | $138,895+99.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.28% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $8,946 | $4,652+92.3% | $4,175+114.3% | $4,194+113.3% |
| Participant deferral / active EE | $4,429 | $6,159-28.1% | $5,451-18.8% | $6,396-30.8% |
| Admin fee / account holder | $1,907 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |