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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 | $334,053 | $95,959+248.1% | $97,411+242.9% | $138,895+140.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 21.78% | 29.30%-7.5pp | 34.72%-12.9pp | 145.39%-123.6pp |
| Employer contribution / active EE | $22,046 | $4,278+415.3% | $4,210+423.7% | $4,194+425.6% |
| Participant deferral / active EE | $10,333 | $5,876+75.9% | $5,886+75.6% | $6,396+61.6% |
| Admin fee / account holder | $1,965 | $7,555-74.0% | $7,145-72.5% | $12,562-84.4% |