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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 | $269,114 | $212,777+26.5% | $173,703+54.9% | $198,609+35.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.24% | 18.82%-6.6pp | 17.46%-5.2pp | 202.70%-190.5pp |
| Employer contribution / active EE | $11,667 | $5,214+123.8% | $4,288+172.1% | $5,055+130.8% |
| Participant deferral / active EE | $10,333 | $5,697+81.4% | $4,854+112.9% | $6,977+48.1% |
| Admin fee / account holder | $1,814 | $19,536-90.7% | $15,562-88.3% | $19,030-90.5% |