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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 | $291,129 | $172,111+69.2% | $150,298+93.7% | $137,256+112.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.54% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,678 | $4,636-20.7% | $4,154-11.5% | $4,156-11.5% |
| Participant deferral / active EE | $20,983 | $6,166+240.3% | $5,453+284.8% | $6,407+227.5% |
| Admin fee / account holder | $1,804 | $16,471-89.1% | $14,116-87.2% | $12,270-85.3% |