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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 | $251,169 | $154,228+62.9% | $145,433+72.7% | $137,256+83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,240 | $4,804+92.3% | $4,554+102.9% | $4,156+122.3% |
| Participant deferral / active EE | $21,836 | $8,216+165.8% | $7,897+176.5% | $6,407+240.8% |
| Admin fee / account holder | $46,628 | $14,344+225.1% | $13,129+255.2% | $12,270+280.0% |