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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 | $213,785+17.5% | $185,441+35.4% | $155,188+61.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.83% | 19.97%-10.1pp | 20.16%-10.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $10,806 | $5,393+100.4% | $4,672+131.3% | $4,248+154.4% |
| Participant deferral / active EE | $13,497 | $6,864+96.6% | $6,152+119.4% | $6,531+106.7% |
| Admin fee / account holder | $8,408 | $21,134-60.2% | $17,890-53.0% | $14,480-41.9% |