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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 | $278,827 | $211,288+32.0% | $178,540+56.2% | $145,884+91.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.42% | 30.27%-16.9pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $40,000 | $4,574+774.6% | $3,953+911.9% | $4,662+757.9% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $1,028 | $12,105-91.5% | $10,424-90.1% | $13,392-92.3% |