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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 | $255,673 | $162,136+57.7% | $152,301+67.9% | $154,746+65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.07% | 91.02%-75.0pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,238 | $4,890-13.3% | $4,624-8.4% | $4,379-3.2% |
| Participant deferral / active EE | $9,686 | $8,341+16.1% | $8,004+21.0% | $6,730+43.9% |
| Admin fee / account holder | $610 | $15,759-96.1% | $14,398-95.8% | $14,365-95.8% |