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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 | $291,583 | $209,336+39.3% | $197,124+47.9% | $137,256+112.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.57% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $14,405 | $6,591+118.6% | $6,227+131.3% | $4,156+246.6% |
| Participant deferral / active EE | $15,189 | $9,614+58.0% | $9,135+66.3% | $6,407+137.1% |
| Admin fee / account holder | $1,486 | $17,308-91.4% | $16,298-90.9% | $12,270-87.9% |