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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 | $154,228+86.9% | $145,433+98.2% | $137,256+110.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $25,000 | $4,804+420.4% | $4,554+448.9% | $4,156+501.5% |
| Participant deferral / active EE | $18,167 | $8,216+121.1% | $7,897+130.0% | $6,407+183.6% |
| Admin fee / account holder | $4,226 | $14,344-70.5% | $13,129-67.8% | $12,270-65.6% |