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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 | $256,944 | $201,344+27.6% | $184,243+39.5% | $145,877+76.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.47% | 29.01%+9.5pp | 28.82%+9.7pp | 551.28%-512.8pp |
| Employer contribution / active EE | $6,641 | $7,022-5.4% | $6,427+3.3% | $4,663+42.4% |
| Participant deferral / active EE | $14,740 | $9,807+50.3% | $9,132+61.4% | $6,691+120.3% |
| Admin fee / account holder | $652 | $16,382-96.0% | $13,914-95.3% | $13,402-95.1% |