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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 | $365,831 | $99,875+266.3% | $146,866+149.1% | $86,983+320.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.21% | 28.10%-12.9pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $18,501 | $3,224+473.8% | $4,425+318.1% | $2,584+615.9% |
| Participant deferral / active EE | $8,530 | $6,322+34.9% | $7,759+9.9% | $4,194+103.4% |
| Admin fee / account holder | $27,771 | $7,838+254.3% | $13,620+103.9% | $7,856+253.5% |