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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 | $254,448 | $154,228+65.0% | $145,433+75.0% | $137,256+85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $18,230 | $4,804+279.5% | $4,554+300.3% | $4,156+338.6% |
| Participant deferral / active EE | $18,689 | $8,216+127.5% | $7,897+136.6% | $6,407+191.7% |
| Admin fee / account holder | $307 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |