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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 | $265,274 | $212,386+24.9% | $199,883+32.7% | $138,895+91.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.08% | 47.75%-32.7pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $7,709 | $6,625+16.4% | $6,261+23.1% | $4,194+83.8% |
| Participant deferral / active EE | $11,953 | $9,617+24.3% | $9,138+30.8% | $6,396+86.9% |
| Admin fee / account holder | $11,266 | $18,233-38.2% | $17,268-34.8% | $12,562-10.3% |