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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 | $251,174 | $254,759-1.4% | $216,567+16.0% | $198,609+26.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.83% | 10.04%-0.2pp | 12.94%-3.1pp | 202.70%-192.9pp |
| Employer contribution / active EE | $10,806 | $6,096+77.3% | $5,216+107.2% | $5,055+113.8% |
| Participant deferral / active EE | $13,497 | $6,948+94.3% | $6,191+118.0% | $6,977+93.5% |
| Admin fee / account holder | $8,408 | $26,311-68.0% | $21,981-61.7% | $19,030-55.8% |