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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 | $265,232 | $183,592+44.5% | $155,574+70.5% | $145,877+81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.54% | 61.37%-35.8pp | 64.87%-39.3pp | 551.28%-525.7pp |
| Employer contribution / active EE | $5,465 | $5,317+2.8% | $4,676+16.9% | $4,663+17.2% |
| Participant deferral / active EE | $8,857 | $6,466+37.0% | $5,629+57.3% | $6,691+32.4% |
| Admin fee / account holder | $30,751 | $19,316+59.2% | $15,914+93.2% | $13,402+129.4% |