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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 | $298,380 | $172,111+73.4% | $150,298+98.5% | $137,256+117.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.71% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,506 | $4,636+40.3% | $4,154+56.6% | $4,156+56.6% |
| Participant deferral / active EE | $21,199 | $6,166+243.8% | $5,453+288.8% | $6,407+230.9% |
| Admin fee / account holder | $1,610 | $16,471-90.2% | $14,116-88.6% | $12,270-86.9% |