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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 | $154,228+79.7% | $145,433+90.5% | $137,256+101.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.54% | 74.59%-51.1pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $14,640 | $4,804+204.7% | $4,554+221.4% | $4,156+252.2% |
| Participant deferral / active EE | $18,055 | $8,216+119.7% | $7,897+128.6% | $6,407+181.8% |
| Admin fee / account holder | $2,267 | $14,344-84.2% | $13,129-82.7% | $12,270-81.5% |