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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 | $313,326 | $184,014+70.3% | $161,149+94.4% | $138,895+125.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.27% | 21.52%-9.3pp | 21.16%-8.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $14,536 | $5,055+187.5% | $4,360+233.4% | $4,194+246.6% |
| Participant deferral / active EE | $9,510 | $6,909+37.6% | $6,153+54.5% | $6,396+48.7% |
| Admin fee / account holder | $9,996 | $18,027-44.6% | $15,194-34.2% | $12,562-20.4% |