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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 | $274,460 | $196,972+39.3% | $182,262+50.6% | $198,609+38.2% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 15.80% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $12,226 | $5,364+127.9% | $5,046+142.3% | $5,055+141.8% |
| Participant deferral / active EE | $12,294 | $8,643+42.2% | $8,276+48.5% | $6,977+76.2% |
| Admin fee / account holder | $894 | $18,429-95.1% | $16,712-94.6% | $19,030-95.3% |