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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 | $256,520 | $123,000+108.6% | $105,582+143.0% | $198,609+29.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 10.21% | 18.31%-8.1pp | 18.61%-8.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,750 | $3,582-51.2% | $2,984-41.4% | $5,055-65.4% |
| Participant deferral / active EE | $6,007 | $5,013+19.8% | $4,353+38.0% | $6,977-13.9% |
| Admin fee / account holder | $8,802 | $16,254-45.8% | $12,856-31.5% | $19,030-53.7% |