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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 | $281,416 | $112,729+149.6% | $98,716+185.1% | $137,256+105.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.07% | 38.48%-17.4pp | 31.81%-10.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $21,978 | $2,725+706.4% | $2,279+864.5% | $4,156+428.8% |
| Participant deferral / active EE | $16,510 | $4,640+255.8% | $4,048+307.9% | $6,407+157.7% |
| Admin fee / account holder | $1,117 | $10,129-89.0% | $8,703-87.2% | $12,270-90.9% |