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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 | $212,386+31.7% | $199,883+39.9% | $138,895+101.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 30.07% | 47.75%-17.7pp | 43.81%-13.7pp | 145.39%-115.3pp |
| Employer contribution / active EE | $25,000 | $6,625+277.4% | $6,261+299.3% | $4,194+496.1% |
| Participant deferral / active EE | $14,373 | $9,617+49.5% | $9,138+57.3% | $6,396+124.7% |
| Admin fee / account holder | $7,643 | $18,233-58.1% | $17,268-55.7% | $12,562-39.2% |