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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 | $298,304 | $156,398+90.7% | $147,318+102.5% | $138,895+114.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $9,932 | $4,853+104.6% | $4,593+116.2% | $4,194+136.8% |
| Participant deferral / active EE | $30,255 | $8,237+267.3% | $7,906+282.7% | $6,396+373.0% |
| Admin fee / account holder | $1,132 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |