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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 | $271,130 | $162,136+67.2% | $152,301+78.0% | $154,746+75.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.42% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $18,893 | $4,890+286.3% | $4,624+308.5% | $4,379+331.4% |
| Participant deferral / active EE | $11,399 | $8,341+36.7% | $8,004+42.4% | $6,730+69.4% |
| Admin fee / account holder | $522 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |