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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 | $156,398+75.4% | $147,318+86.2% | $138,895+97.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.70% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $19,828 | $4,853+308.5% | $4,593+331.7% | $4,194+372.7% |
| Participant deferral / active EE | $17,807 | $8,237+116.2% | $7,906+125.2% | $6,396+178.4% |
| Admin fee / account holder | $922 | $14,976-93.8% | $13,708-93.3% | $12,562-92.7% |