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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 | $349,394 | $110,379+216.5% | $102,412+241.2% | $145,884+139.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $35,578 | $4,216+743.9% | $3,870+819.4% | $4,662+663.1% |
| Participant deferral / active EE | $15,451 | $5,622+174.8% | $5,060+205.3% | $6,690+131.0% |
| Admin fee / account holder | $14,159 | $9,745+45.3% | $8,388+68.8% | $13,392+5.7% |