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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 | $320,673 | $228,352+40.4% | $185,835+72.6% | $158,966+101.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.12% | 40.81%-26.7pp | 35.96%-21.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $30,000 | $4,967+504.0% | $4,087+634.0% | $4,762+529.9% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,193 | $11,867+2.8% | $9,502+28.3% | $11,250+8.4% |