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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 | $213,785+46.6% | $185,441+69.0% | $155,188+101.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.27% | 19.97%-7.7pp | 20.16%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $14,536 | $5,393+169.5% | $4,672+211.1% | $4,248+242.2% |
| Participant deferral / active EE | $9,510 | $6,864+38.5% | $6,152+54.6% | $6,531+45.6% |
| Admin fee / account holder | $9,996 | $21,134-52.7% | $17,890-44.1% | $14,480-31.0% |