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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 | $199,109+26.1% | $173,730+44.6% | $154,746+62.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.83% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $10,806 | $5,311+103.5% | $4,577+136.1% | $4,379+146.8% |
| Participant deferral / active EE | $13,497 | $7,113+89.8% | $6,326+113.4% | $6,730+100.5% |
| Admin fee / account holder | $8,408 | $20,916-59.8% | $17,523-52.0% | $14,365-41.5% |