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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 | $319,778 | $67,602+373.0% | $82,312+288.5% | $70,126+356.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 36.44% | 21.57%+14.9pp | 25.88%+10.6pp | 73.15%-36.7pp |
| Employer contribution / active EE | $16,320 | $1,755+829.9% | $2,428+572.1% | $2,343+596.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,157 | $4,512+14.3% | $5,608-8.0% | $4,645+11.0% |