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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 | $311,209 | $213,785+45.6% | $185,441+67.8% | $155,188+100.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.47% | 19.97%-5.5pp | 20.16%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $20,567 | $5,393+281.4% | $4,672+340.2% | $4,248+384.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,968 | $21,134-24.4% | $17,890-10.7% | $14,480+10.3% |