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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 | $294,673 | $156,398+88.4% | $147,318+100.0% | $138,895+112.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.59% | 78.75%-64.2pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,996 | $4,853+2.9% | $4,593+8.8% | $4,194+19.1% |
| Participant deferral / active EE | $21,645 | $8,237+162.8% | $7,906+173.8% | $6,396+238.4% |
| Admin fee / account holder | $10,165 | $14,976-32.1% | $13,708-25.8% | $12,562-19.1% |