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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 | $279,762 | $156,398+78.9% | $147,318+89.9% | $138,895+101.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.49% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $23,517 | $4,853+384.5% | $4,593+412.0% | $4,194+460.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,306 | $14,976-31.2% | $13,708-24.8% | $12,562-18.0% |