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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 | $272,638 | $117,846+131.4% | $102,434+166.2% | $145,884+86.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 31.90%-21.8pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $4,296 | $3,615+18.9% | $3,023+42.1% | $4,662-7.9% |
| Participant deferral / active EE | $10,379 | $5,733+81.0% | $5,055+105.3% | $6,690+55.2% |
| Admin fee / account holder | $2,191 | $13,356-83.6% | $9,462-76.8% | $13,392-83.6% |