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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 | $111,814+212.5% | $103,378+238.0% | $145,978+139.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $35,578 | $4,215+744.1% | $3,870+819.2% | $4,662+663.2% |
| Participant deferral / active EE | $15,451 | $5,618+175.0% | $5,058+205.5% | $6,690+131.0% |
| Admin fee / account holder | $14,159 | $9,764+45.0% | $8,401+68.5% | $13,400+5.7% |