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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 | $277,071 | $156,398+77.2% | $147,318+88.1% | $138,895+99.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.54% | 78.75%-55.2pp | 70.43%-46.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $14,640 | $4,853+201.6% | $4,593+218.7% | $4,194+249.0% |
| Participant deferral / active EE | $18,055 | $8,237+119.2% | $7,906+128.4% | $6,396+182.3% |
| Admin fee / account holder | $2,267 | $14,976-84.9% | $13,708-83.5% | $12,562-82.0% |