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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 | $259,403 | $156,398+65.9% | $147,318+76.1% | $138,895+86.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 78.10% | 78.75%-0.6pp | 70.43%+7.7pp | 145.39%-67.3pp |
| Employer contribution / active EE | $18,000 | $4,853+270.9% | $4,593+291.9% | $4,194+329.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,902 | $14,976-0.5% | $13,708+8.7% | $12,562+18.6% |