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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 | $417,511 | $201,259+107.4% | $184,200+126.7% | $145,959+186.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.64% | 28.98%-18.3pp | 28.80%-18.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,387 | $9,806+97.7% | $9,132+112.3% | $6,689+189.8% |
| Admin fee / account holder | $21,079 | $16,372+28.7% | $13,907+51.6% | $13,398+57.3% |