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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 | $268,737 | $201,372+33.5% | $184,260+45.8% | $145,884+84.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.71% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $15,221 | $7,024+116.7% | $6,427+136.8% | $4,662+226.5% |
| Participant deferral / active EE | $15,850 | $9,808+61.6% | $9,133+73.5% | $6,690+136.9% |
| Admin fee / account holder | $66,039 | $16,362+303.6% | $13,898+375.2% | $13,392+393.1% |