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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 | $388,783 | $180,028+116.0% | $138,135+181.5% | $158,950+144.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.99% | 21.68%-8.7pp | 20.51%-7.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $23,625 | $7,470+216.3% | $5,587+322.9% | $4,762+396.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,911 | $17,912-33.5% | $11,856+0.5% | $11,248+5.9% |