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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 | $252,226 | $154,228+63.5% | $145,433+73.4% | $137,256+83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $21,774 | $4,804+353.3% | $4,554+378.1% | $4,156+423.9% |
| Participant deferral / active EE | $10,830 | $8,216+31.8% | $7,897+37.1% | $6,407+69.0% |
| Admin fee / account holder | $1,265 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |