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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 | $291,208 | $154,228+88.8% | $145,433+100.2% | $137,256+112.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $10,927 | $4,804+127.5% | $4,554+139.9% | $4,156+162.9% |
| Participant deferral / active EE | $15,031 | $8,216+82.9% | $7,897+90.3% | $6,407+134.6% |
| Admin fee / account holder | $52,260 | $14,344+264.3% | $13,129+298.0% | $12,270+325.9% |