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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 | $291,156 | $156,398+86.2% | $147,318+97.6% | $138,895+109.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.48% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $12,044 | $4,853+148.2% | $4,593+162.2% | $4,194+187.2% |
| Participant deferral / active EE | $24,333 | $8,237+195.4% | $7,906+207.8% | $6,396+280.4% |
| Admin fee / account holder | $1,150 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |