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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 | $257,340 | $114,119+125.5% | $107,187+140.1% | $138,895+85.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.48% | 273.21%-257.7pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $7,642 | $4,059+88.3% | $3,782+102.1% | $4,194+82.2% |
| Participant deferral / active EE | $10,544 | $5,538+90.4% | $5,096+106.9% | $6,396+64.8% |
| Admin fee / account holder | $5,024 | $10,024-49.9% | $9,162-45.2% | $12,562-60.0% |