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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 | $264,200 | $212,386+24.4% | $199,883+32.2% | $138,895+90.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.10% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $18,838 | $6,625+184.4% | $6,261+200.9% | $4,194+349.1% |
| Participant deferral / active EE | $7,833 | $9,617-18.5% | $9,138-14.3% | $6,396+22.5% |
| Admin fee / account holder | $17,810 | $18,233-2.3% | $17,268+3.1% | $12,562+41.8% |