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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 | $383,237 | $182,442+110.1% | $163,379+134.6% | $138,895+175.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.71% | 72.74%-55.0pp | 63.41%-45.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $30,212 | $4,159+626.3% | $3,752+705.1% | $4,194+620.3% |
| Participant deferral / active EE | $19,901 | $6,817+191.9% | $6,282+216.8% | $6,396+211.1% |
| Admin fee / account holder | $3,683 | $10,396-64.6% | $9,818-62.5% | $12,562-70.7% |