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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 | $251,056 | $172,111+45.9% | $150,298+67.0% | $137,256+82.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.06% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $14,016 | $4,636+202.3% | $4,154+237.4% | $4,156+237.2% |
| Participant deferral / active EE | $8,232 | $6,166+33.5% | $5,453+51.0% | $6,407+28.5% |
| Admin fee / account holder | $999 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |