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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 | $320,418 | $115,225+178.1% | $100,712+218.2% | $138,895+130.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.97% | 40.35%-30.4pp | 33.27%-23.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $20,341 | $2,771+634.0% | $2,313+779.5% | $4,194+385.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,181 | $10,844+30.8% | $9,256+53.2% | $12,562+12.9% |