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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 | $254,695 | $275,752-7.6% | $256,809-0.8% | $198,609+28.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.06% | 34.81%-23.7pp | 32.73%-21.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $12,309 | $7,721+59.4% | $7,263+69.5% | $5,055+143.5% |
| Participant deferral / active EE | $13,435 | $10,037+33.9% | $9,520+41.1% | $6,977+92.6% |
| Admin fee / account holder | $13,107 | $25,716-49.0% | $25,146-47.9% | $19,030-31.1% |