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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 | $283,364 | $181,062+56.5% | $158,223+79.1% | $155,188+82.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.54% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $11,184 | $4,565+145.0% | $4,109+172.2% | $4,248+163.3% |
| Participant deferral / active EE | $13,656 | $6,134+122.6% | $5,467+149.8% | $6,531+109.1% |
| Admin fee / account holder | $1,194 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |