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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 | $320,540 | $201,264+59.3% | $184,185+74.0% | $145,978+119.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.64% | 29.00%-19.4pp | 28.81%-19.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $26,262 | $7,021+274.1% | $6,426+308.7% | $4,662+463.3% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,690+243.8% |
| Admin fee / account holder | $2,687 | $16,376-83.6% | $13,909-80.7% | $13,400-80.0% |