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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 | $297,726 | $181,896+63.7% | $156,551+90.2% | $273,972+8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.10% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,590 | $6,248+53.5% | $5,501+74.3% | $4,869+97.0% |
| Participant deferral / active EE | $9,663 | $5,550+74.1% | $4,871+98.4% | $5,287+82.8% |
| Admin fee / account holder | $3,070 | $15,560-80.3% | $13,028-76.4% | $10,133-69.7% |