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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 | $291,156 | $155,555+87.2% | $146,866+98.2% | $155,188+87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.48% | 115.41%-95.9pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $12,044 | $4,647+159.2% | $4,425+172.2% | $4,248+183.5% |
| Participant deferral / active EE | $24,333 | $8,044+202.5% | $7,759+213.6% | $6,531+272.6% |
| Admin fee / account holder | $1,150 | $14,755-92.2% | $13,620-91.6% | $14,480-92.1% |