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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 | $280,878 | $156,398+79.6% | $147,318+90.7% | $138,895+102.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.29% | 78.75%-56.5pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $13,544 | $4,853+179.1% | $4,593+194.9% | $4,194+222.9% |
| Participant deferral / active EE | $20,851 | $8,237+153.1% | $7,906+163.7% | $6,396+226.0% |
| Admin fee / account holder | $2,744 | $14,976-81.7% | $13,708-80.0% | $12,562-78.2% |