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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 | $285,277 | $123,155+131.6% | $108,753+162.3% | $155,188+83.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.50% | 44.73%-29.2pp | 37.47%-22.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $7,658 | $2,811+172.4% | $2,427+215.6% | $4,248+80.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,580 | $12,126+53.2% | $10,320+80.0% | $14,480+28.3% |