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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 | $197,637+37.9% | $177,848+53.3% | $158,982+71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.88% | 58.77%-38.9pp | 48.33%-28.5pp | 302.99%-283.1pp |
| Employer contribution / active EE | $19,500 | $6,698+191.1% | $5,919+229.5% | $4,763+309.4% |
| Participant deferral / active EE | $16,010 | $8,405+90.5% | $7,714+107.5% | $5,983+167.6% |
| Admin fee / account holder | $1,959 | $15,406-87.3% | $12,431-84.2% | $11,252-82.6% |