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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 | $252,437 | $157,296+60.5% | $141,191+78.8% | $152,897+65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.60% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,727 | $5,262-48.2% | $4,736-42.4% | $4,764-42.7% |
| Participant deferral / active EE | $9,574 | $7,111+34.6% | $6,710+42.7% | $5,851+63.6% |
| Admin fee / account holder | $1,965 | $12,125-83.8% | $10,264-80.9% | $11,599-83.1% |