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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 | $277,049 | $155,555+78.1% | $146,866+88.6% | $155,188+78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.98% | 115.41%-93.4pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $46,000 | $4,647+890.0% | $4,425+939.6% | $4,248+982.9% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $4,668 | $14,755-68.4% | $13,620-65.7% | $14,480-67.8% |