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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 | $274,279 | $154,228+77.8% | $145,433+88.6% | $137,256+99.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $19,828 | $4,804+312.7% | $4,554+335.3% | $4,156+377.1% |
| Participant deferral / active EE | $17,807 | $8,216+116.7% | $7,897+125.5% | $6,407+177.9% |
| Admin fee / account holder | $922 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |