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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 | $344,220 | $149,679+130.0% | $117,039+194.1% | $147,586+133.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.23% | 19.31%-3.1pp | 18.95%-2.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $8,138 | $4,937+64.8% | $3,785+115.0% | $4,876+66.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,784 | $7,856+24.5% | $5,974+63.8% | $10,886-10.1% |