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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 | $269,583 | $162,136+66.3% | $152,301+77.0% | $154,746+74.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.33% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $13,881 | $4,890+183.8% | $4,624+200.2% | $4,379+217.0% |
| Participant deferral / active EE | $13,230 | $8,341+58.6% | $8,004+65.3% | $6,730+96.6% |
| Admin fee / account holder | $1,057 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |