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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 | $288,197 | $162,136+77.8% | $152,301+89.2% | $154,746+86.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.70% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $25,000 | $4,890+411.2% | $4,624+440.6% | $4,379+470.9% |
| Participant deferral / active EE | $18,167 | $8,341+117.8% | $8,004+127.0% | $6,730+169.9% |
| Admin fee / account holder | $4,226 | $15,759-73.2% | $14,398-70.7% | $14,365-70.6% |