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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 | $327,934 | $155,555+110.8% | $146,866+123.3% | $155,188+111.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.97% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $26,558 | $4,647+471.5% | $4,425+500.2% | $4,248+525.2% |
| Participant deferral / active EE | $9,248 | $8,044+15.0% | $7,759+19.2% | $6,531+41.6% |
| Admin fee / account holder | $785 | $14,755-94.7% | $13,620-94.2% | $14,480-94.6% |