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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 | $344,251 | $213,785+61.0% | $185,441+85.6% | $155,188+121.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.10% | 19.97%-11.9pp | 20.16%-12.1pp | 148.84%-140.7pp |
| Employer contribution / active EE | $30,000 | $5,393+456.3% | $4,672+542.1% | $4,248+606.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,700 | $21,134-54.1% | $17,890-45.8% | $14,480-33.0% |