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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 | $425,255 | $155,555+173.4% | $146,866+189.6% | $155,188+174.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.57% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $18,633 | $4,647+301.0% | $4,425+321.1% | $4,248+338.7% |
| Participant deferral / active EE | $28,280 | $8,044+251.6% | $7,759+264.5% | $6,531+333.0% |
| Admin fee / account holder | $1,683 | $14,755-88.6% | $13,620-87.6% | $14,480-88.4% |