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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 | $279,713 | $209,336+33.6% | $197,124+41.9% | $137,256+103.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.07% | 48.09%-18.0pp | 44.34%-14.3pp | 220.34%-190.3pp |
| Employer contribution / active EE | $25,000 | $6,591+279.3% | $6,227+301.4% | $4,156+501.5% |
| Participant deferral / active EE | $14,373 | $9,614+49.5% | $9,135+57.3% | $6,407+124.3% |
| Admin fee / account holder | $7,643 | $17,308-55.8% | $16,298-53.1% | $12,270-37.7% |