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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 | $463,180 | $228,352+102.8% | $185,827+149.3% | $158,950+191.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.11% | 40.81%-27.7pp | 35.96%-22.8pp | 302.91%-289.8pp |
| Employer contribution / active EE | $19,963 | $4,967+301.9% | $4,087+388.4% | $4,762+319.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,939 | $11,867+51.2% | $9,502+88.8% | $11,248+59.5% |