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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 | $251,897 | $183,627+37.2% | $155,602+61.9% | $145,978+72.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.32%-50.6pp | 64.81%-54.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $26,700 | $5,316+402.2% | $4,675+471.1% | $4,662+472.7% |
| Participant deferral / active EE | $20,500 | $6,466+217.1% | $5,629+264.2% | $6,690+206.4% |
| Admin fee / account holder | $1,053 | $19,327-94.6% | $15,923-93.4% | $13,400-92.1% |