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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 | $359,828 | $201,370+78.7% | $184,256+95.3% | $145,897+146.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.20% | 29.05%-4.8pp | 28.85%-4.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $20,753 | $7,024+195.5% | $6,427+222.9% | $4,663+345.1% |
| Participant deferral / active EE | $17,506 | $9,808+78.5% | $9,133+91.7% | $6,689+161.7% |
| Admin fee / account holder | $2,883 | $16,364-82.4% | $13,899-79.3% | $13,390-78.5% |