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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 | $284,711 | $156,398+82.0% | $147,318+93.3% | $138,895+105.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.69% | 78.75%-53.1pp | 70.43%-44.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $36,014 | $4,853+642.1% | $4,593+684.1% | $4,194+758.7% |
| Participant deferral / active EE | $2,920 | $8,237-64.6% | $7,906-63.1% | $6,396-54.3% |
| Admin fee / account holder | $1,138 | $14,976-92.4% | $13,708-91.7% | $12,562-90.9% |