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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 | $184,014+36.5% | $161,149+55.9% | $138,895+80.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.83% | 21.52%-11.7pp | 21.16%-11.3pp | 145.39%-135.6pp |
| Employer contribution / active EE | $10,806 | $5,055+113.8% | $4,360+147.8% | $4,194+157.6% |
| Participant deferral / active EE | $13,497 | $6,909+95.4% | $6,153+119.4% | $6,396+111.0% |
| Admin fee / account holder | $8,408 | $18,027-53.4% | $15,194-44.7% | $12,562-33.1% |