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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 | $266,996 | $196,972+35.6% | $182,262+46.5% | $198,609+34.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.10% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,632 | $5,364-69.6% | $5,046-67.7% | $5,055-67.7% |
| Participant deferral / active EE | $11,754 | $8,643+36.0% | $8,276+42.0% | $6,977+68.5% |
| Admin fee / account holder | $19,270 | $18,429+4.6% | $16,712+15.3% | $19,030+1.3% |