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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 | $303,653 | $123,000+146.9% | $105,582+187.6% | $198,609+52.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 10.64% | 18.31%-7.7pp | 18.61%-8.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $13,433 | $3,582+275.0% | $2,984+350.2% | $5,055+165.7% |
| Participant deferral / active EE | $21,821 | $5,013+335.3% | $4,353+401.3% | $6,977+212.8% |
| Admin fee / account holder | $2,294 | $16,254-85.9% | $12,856-82.2% | $19,030-87.9% |