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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 | $270,474 | $212,386+27.4% | $199,883+35.3% | $138,895+94.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.30% | 47.75%-28.5pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $12,137 | $6,625+83.2% | $6,261+93.8% | $4,194+189.4% |
| Participant deferral / active EE | $21,429 | $9,617+122.8% | $9,138+134.5% | $6,396+235.0% |
| Admin fee / account holder | $787 | $18,233-95.7% | $17,268-95.4% | $12,562-93.7% |