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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 | $296,570 | $139,948+111.9% | $121,663+143.8% | $154,746+91.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.11% | 230.52%-217.4pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $53,528 | $3,521+1420.3% | $3,020+1672.5% | $4,379+1122.4% |
| Participant deferral / active EE | $37,775 | $5,629+571.1% | $4,887+673.0% | $6,730+461.3% |
| Admin fee / account holder | $8,261 | $17,321-52.3% | $14,289-42.2% | $14,365-42.5% |