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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 | $267,998 | $185,312+44.6% | $161,489+66.0% | $154,746+73.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.92% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,415 | $4,769-7.4% | $4,268+3.4% | $4,379+0.8% |
| Participant deferral / active EE | $28,868 | $6,350+354.6% | $5,630+412.8% | $6,730+328.9% |
| Admin fee / account holder | $437 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |