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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 | $288,740 | $178,174+62.1% | $156,181+84.9% | $137,256+110.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.56% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $19,414 | $4,972+290.5% | $4,294+352.1% | $4,156+367.1% |
| Participant deferral / active EE | $20,558 | $6,888+198.5% | $6,132+235.2% | $6,407+220.9% |
| Admin fee / account holder | $1,824 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |