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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 | $365,890 | $212,777+72.0% | $173,703+110.6% | $198,609+84.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.39% | 18.82%+0.6pp | 17.46%+1.9pp | 202.70%-183.3pp |
| Employer contribution / active EE | $17,020 | $5,214+226.5% | $4,288+297.0% | $5,055+236.7% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,485 | $19,536-41.2% | $15,562-26.2% | $19,030-39.6% |