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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 | $329,515 | $182,442+80.6% | $163,379+101.7% | $138,895+137.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.17% | 72.74%-60.6pp | 63.41%-51.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $6,371 | $4,159+53.2% | $3,752+69.8% | $4,194+51.9% |
| Participant deferral / active EE | $17,609 | $6,817+158.3% | $6,282+180.3% | $6,396+175.3% |
| Admin fee / account holder | $151,012 | $10,396+1352.7% | $9,818+1438.1% | $12,562+1102.1% |