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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 | $272,726 | $157,276+73.4% | $141,177+93.2% | $152,885+78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.36% | 64.33%-43.0pp | 71.40%-50.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $5,580 | $5,262+6.1% | $4,736+17.8% | $4,763+17.2% |
| Participant deferral / active EE | $21,813 | $7,110+206.8% | $6,710+225.1% | $5,851+272.8% |
| Admin fee / account holder | $531 | $12,123-95.6% | $10,263-94.8% | $11,598-95.4% |