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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 | $272,537 | $156,398+74.3% | $147,318+85.0% | $138,895+96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.38% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $5,500 | $4,853+13.3% | $4,593+19.8% | $4,194+31.1% |
| Participant deferral / active EE | $13,843 | $8,237+68.1% | $7,906+75.1% | $6,396+116.4% |
| Admin fee / account holder | $24,043 | $14,976+60.5% | $13,708+75.4% | $12,562+91.4% |