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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 | $274,568 | $209,336+31.2% | $197,124+39.3% | $137,256+100.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.31% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $10,997 | $6,591+66.9% | $6,227+76.6% | $4,156+164.6% |
| Participant deferral / active EE | $12,166 | $9,614+26.5% | $9,135+33.2% | $6,407+89.9% |
| Admin fee / account holder | $3,476 | $17,308-79.9% | $16,298-78.7% | $12,270-71.7% |