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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 | $295,624 | $185,883+59.0% | $170,043+73.9% | $139,466+112.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $14,947 | $7,596+96.8% | $6,790+120.1% | $4,754+214.4% |
| Participant deferral / active EE | $13,388 | $11,626+15.2% | $10,410+28.6% | $6,712+99.5% |
| Admin fee / account holder | $15,840 | $15,393+2.9% | $12,824+23.5% | $11,409+38.8% |