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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 | $250,726 | $181,062+38.5% | $158,223+58.5% | $155,188+61.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.44% | 57.39%-40.9pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $8,122 | $4,565+77.9% | $4,109+97.7% | $4,248+91.2% |
| Participant deferral / active EE | $9,879 | $6,134+61.0% | $5,467+80.7% | $6,531+51.3% |
| Admin fee / account holder | $2,507 | $18,825-86.7% | $16,047-84.4% | $14,480-82.7% |