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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 | $371,143 | $289,211+28.3% | $260,467+42.5% | $198,609+86.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 26.44% | 112.90%-86.5pp | 100.60%-74.2pp | 202.70%-176.3pp |
| Employer contribution / active EE | $1,275 | $4,663-72.7% | $4,239-69.9% | $5,055-74.8% |
| Participant deferral / active EE | $4,650 | $6,812-31.7% | $6,319-26.4% | $6,977-33.4% |
| Admin fee / account holder | $26,436 | $16,236+62.8% | $15,461+71.0% | $19,030+38.9% |