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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 | $352,324 | $155,555+126.5% | $146,866+139.9% | $155,188+127.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.91% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $9,808 | $4,647+111.1% | $4,425+121.7% | $4,248+130.9% |
| Participant deferral / active EE | $25,210 | $8,044+213.4% | $7,759+224.9% | $6,531+286.0% |
| Admin fee / account holder | $1,573 | $14,755-89.3% | $13,620-88.5% | $14,480-89.1% |