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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 | $371,176 | $211,105+75.8% | $178,449+108.0% | $145,978+154.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.97% | 30.19%-13.2pp | 27.09%-10.1pp | 550.52%-533.5pp |
| Employer contribution / active EE | $18,047 | $4,569+295.0% | $3,951+356.8% | $4,662+287.1% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,277+385.9% | $6,690+355.9% |
| Admin fee / account holder | $1,536 | $12,017-87.2% | $10,362-85.2% | $13,400-88.5% |