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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 | $271,128 | $196,972+37.6% | $182,262+48.8% | $198,609+36.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.49% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $15,667 | $5,364+192.1% | $5,046+210.5% | $5,055+209.9% |
| Participant deferral / active EE | $16,177 | $8,643+87.2% | $8,276+95.5% | $6,977+131.9% |
| Admin fee / account holder | $6,342 | $18,429-65.6% | $16,712-62.1% | $19,030-66.7% |