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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 | $282,726 | $156,398+80.8% | $147,318+91.9% | $138,895+103.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.42% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $28,000 | $4,853+476.9% | $4,593+509.6% | $4,194+567.6% |
| Participant deferral / active EE | $30,993 | $8,237+276.2% | $7,906+292.0% | $6,396+384.6% |
| Admin fee / account holder | $1,102 | $14,976-92.6% | $13,708-92.0% | $12,562-91.2% |