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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 | $309,907 | $174,379+77.7% | $152,093+103.8% | $138,895+123.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.23% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,322 | $4,652+14.4% | $4,175+27.5% | $4,194+26.9% |
| Participant deferral / active EE | $19,079 | $6,159+209.8% | $5,451+250.0% | $6,396+198.3% |
| Admin fee / account holder | $1,277 | $16,880-92.4% | $14,497-91.2% | $12,562-89.8% |