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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 | $185,141+45.4% | $153,416+75.4% | $155,188+73.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.24% | 18.72%-6.5pp | 17.84%-5.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $11,667 | $4,489+159.9% | $3,764+210.0% | $4,248+174.7% |
| Participant deferral / active EE | $10,333 | $5,477+88.7% | $4,723+118.8% | $6,531+58.2% |
| Admin fee / account holder | $1,814 | $16,005-88.7% | $13,095-86.1% | $14,480-87.5% |