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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 | $177,156+51.9% | $147,027+83.0% | $154,746+73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.24% | 21.94%-9.7pp | 20.23%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $11,667 | $4,336+169.0% | $3,626+221.8% | $4,379+166.4% |
| Participant deferral / active EE | $10,333 | $5,797+78.3% | $4,933+109.5% | $6,730+53.5% |
| Admin fee / account holder | $1,814 | $14,904-87.8% | $12,223-85.2% | $14,365-87.4% |