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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 | $264,662 | $178,174+48.5% | $156,181+69.5% | $137,256+92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.26% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $26,158 | $4,972+426.1% | $4,294+509.2% | $4,156+529.4% |
| Participant deferral / active EE | $20,966 | $6,888+204.4% | $6,132+241.9% | $6,407+227.2% |
| Admin fee / account holder | $2,389 | $17,404-86.3% | $14,586-83.6% | $12,270-80.5% |