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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 | $257,541 | $162,136+58.8% | $152,301+69.1% | $154,746+66.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.07% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $21,275 | $4,890+335.0% | $4,624+360.0% | $4,379+385.8% |
| Participant deferral / active EE | $19,926 | $8,341+138.9% | $8,004+149.0% | $6,730+196.1% |
| Admin fee / account holder | $1,281 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |