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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 | $268,526 | $167,415+60.4% | $140,514+91.1% | $198,609+35.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.24% | 13.85%-5.6pp | 14.36%-6.1pp | 202.70%-194.5pp |
| Employer contribution / active EE | $13,765 | $4,088+236.8% | $3,378+307.5% | $5,055+172.3% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,447 | $16,730-61.5% | $13,697-52.9% | $19,030-66.1% |