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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 | $272,582 | $197,603+37.9% | $177,827+53.3% | $158,950+71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.88% | 58.76%-38.9pp | 48.32%-28.4pp | 302.91%-283.0pp |
| Employer contribution / active EE | $19,500 | $6,698+191.2% | $5,918+229.5% | $4,762+309.5% |
| Participant deferral / active EE | $16,010 | $8,404+90.5% | $7,713+107.6% | $5,983+167.6% |
| Admin fee / account holder | $1,959 | $15,402-87.3% | $12,429-84.2% | $11,248-82.6% |