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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 | $376,728 | $239,571+57.3% | $183,328+105.5% | $137,256+174.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.19% | 35.69%-24.5pp | 29.67%-18.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $19,099 | $6,148+210.7% | $5,055+277.8% | $4,156+359.5% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,326 | $30,059-92.3% | $21,427-89.1% | $12,270-81.0% |