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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 | $276,143 | $110,278+150.4% | $95,740+188.4% | $139,466+98.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 27.19%-12.0pp | 28.41%-13.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $18,724 | $3,260+474.3% | $2,836+560.2% | $4,754+293.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,851 | $6,613-72.0% | $5,676-67.4% | $11,409-83.8% |