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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 | $162,967+65.1% | $135,792+98.2% | $138,895+93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.24% | 30.08%-17.8pp | 25.96%-13.7pp | 145.39%-133.2pp |
| Employer contribution / active EE | $11,667 | $4,211+177.0% | $3,496+233.8% | $4,194+178.2% |
| Participant deferral / active EE | $10,333 | $5,640+83.2% | $4,759+117.1% | $6,396+61.6% |
| Admin fee / account holder | $1,814 | $15,306-88.2% | $12,266-85.2% | $12,562-85.6% |