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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 | $280,878 | $155,555+80.6% | $146,866+91.2% | $155,188+81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.29% | 115.41%-93.1pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $13,544 | $4,647+191.5% | $4,425+206.1% | $4,248+218.9% |
| Participant deferral / active EE | $20,851 | $8,044+159.2% | $7,759+168.7% | $6,531+219.2% |
| Admin fee / account holder | $2,744 | $14,755-81.4% | $13,620-79.9% | $14,480-81.0% |