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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 | $342,488 | $181,896+88.3% | $156,551+118.8% | $273,972+25.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.81% | 30.74%-15.9pp | 32.23%-17.4pp | 41.46%-26.6pp |
| Employer contribution / active EE | $15,566 | $6,248+149.1% | $5,501+183.0% | $4,869+219.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,187 | $15,560+49.0% | $13,028+78.0% | $10,133+128.8% |