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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 | $161,352+126.8% | $134,172+172.7% | $137,256+166.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.39% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $17,020 | $4,099+315.3% | $3,420+397.7% | $4,156+309.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,485 | $15,028-23.6% | $12,016-4.4% | $12,270-6.4% |