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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 | $181,062+48.0% | $158,223+69.4% | $155,188+72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.92% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $4,415 | $4,565-3.3% | $4,109+7.5% | $4,248+3.9% |
| Participant deferral / active EE | $28,868 | $6,134+370.6% | $5,467+428.1% | $6,531+342.0% |
| Admin fee / account holder | $437 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |