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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 | $285,154 | $197,625+44.3% | $177,840+60.3% | $158,966+79.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.58% | 58.76%-44.2pp | 48.32%-33.7pp | 302.95%-288.4pp |
| Employer contribution / active EE | $16,742 | $6,698+149.9% | $5,919+182.9% | $4,762+251.5% |
| Participant deferral / active EE | $12,462 | $8,405+48.3% | $7,714+61.6% | $5,983+108.3% |
| Admin fee / account holder | $42,560 | $15,405+176.3% | $12,431+242.4% | $11,250+278.3% |