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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 | $295,978 | $111,535+165.4% | $105,223+181.3% | $137,256+115.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.97% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,584 | $3,939+41.8% | $3,689+51.4% | $4,156+34.4% |
| Participant deferral / active EE | $15,383 | $5,500+179.7% | $5,072+203.3% | $6,407+140.1% |
| Admin fee / account holder | $1,160 | $9,721-88.1% | $8,859-86.9% | $12,270-90.6% |