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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 | $263,283 | $156,398+68.3% | $147,318+78.7% | $138,895+89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.95% | 78.75%-51.8pp | 70.43%-43.5pp | 145.39%-118.4pp |
| Employer contribution / active EE | $23,841 | $4,853+391.2% | $4,593+419.1% | $4,194+468.4% |
| Participant deferral / active EE | $16,467 | $8,237+99.9% | $7,906+108.3% | $6,396+157.5% |
| Admin fee / account holder | $1,451 | $14,976-90.3% | $13,708-89.4% | $12,562-88.4% |