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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 | $260,442 | $183,592+41.9% | $155,574+67.4% | $145,877+78.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.07% | 61.37%-38.3pp | 64.87%-41.8pp | 551.28%-528.2pp |
| Employer contribution / active EE | $4,085 | $5,317-23.2% | $4,676-12.6% | $4,663-12.4% |
| Participant deferral / active EE | $12,680 | $6,466+96.1% | $5,629+125.3% | $6,691+89.5% |
| Admin fee / account holder | $1,700 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |