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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 | $124,980+125.2% | $108,359+159.7% | $154,746+81.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.07% | 45.00%-23.9pp | 36.89%-15.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $21,978 | $2,851+671.0% | $2,399+815.9% | $4,379+401.9% |
| Participant deferral / active EE | $16,510 | $4,743+248.1% | $4,137+299.1% | $6,730+145.3% |
| Admin fee / account holder | $1,117 | $11,502-90.3% | $9,741-88.5% | $14,365-92.2% |