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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 | $254,143 | $136,860+85.7% | $120,344+111.2% | $154,746+64.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 24.50% | 21.38%+3.1pp | 20.30%+4.2pp | 172.34%-147.8pp |
| Employer contribution / active EE | $7,500 | $3,533+112.3% | $3,020+148.3% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $420 | $15,393-97.3% | $12,742-96.7% | $14,365-97.1% |