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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 | $329,673 | $97,125+239.4% | $86,233+282.3% | $137,256+140.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.19% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $30,000 | $2,841+955.9% | $2,504+1097.9% | $4,156+621.8% |
| Participant deferral / active EE | $31,000 | $5,180+498.5% | $4,559+580.0% | $6,407+383.9% |
| Admin fee / account holder | $1,216 | $9,725-87.5% | $8,342-85.4% | $12,270-90.1% |