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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 | $250,593 | $162,136+54.6% | $152,301+64.5% | $154,746+61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.52% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $10,546 | $4,890+115.6% | $4,624+128.0% | $4,379+140.8% |
| Participant deferral / active EE | $13,274 | $8,341+59.1% | $8,004+65.8% | $6,730+97.2% |
| Admin fee / account holder | $855 | $15,759-94.6% | $14,398-94.1% | $14,365-94.0% |