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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 | $263,524 | $183,592+43.5% | $155,574+69.4% | $145,877+80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.73% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $21,528 | $5,317+304.9% | $4,676+360.4% | $4,663+361.7% |
| Participant deferral / active EE | $13,375 | $6,466+106.9% | $5,629+137.6% | $6,691+99.9% |
| Admin fee / account holder | $1,998 | $19,316-89.7% | $15,914-87.4% | $13,402-85.1% |