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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 | $356,613 | $115,917+207.6% | $100,535+254.7% | $158,982+124.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.12% | 34.80%-23.7pp | 30.90%-19.8pp | 302.99%-291.9pp |
| Employer contribution / active EE | $17,363 | $4,105+323.0% | $3,419+407.9% | $4,763+264.6% |
| Participant deferral / active EE | $13,588 | $6,677+103.5% | $6,271+116.7% | $5,983+127.1% |
| Admin fee / account holder | $2,054 | $11,002-81.3% | $8,085-74.6% | $11,252-81.7% |