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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 | $261,103 | $154,228+69.3% | $145,433+79.5% | $137,256+90.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.76% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,553 | $4,804-5.2% | $4,5540% | $4,156+9.5% |
| Participant deferral / active EE | $11,665 | $8,216+42.0% | $7,897+47.7% | $6,407+82.1% |
| Admin fee / account holder | $46,383 | $14,344+223.4% | $13,129+253.3% | $12,270+278.0% |