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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 | $254,462 | $212,777+19.6% | $173,703+46.5% | $198,609+28.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.27% | 18.82%-2.6pp | 17.46%-1.2pp | 202.70%-186.4pp |
| Employer contribution / active EE | $1,971 | $5,214-62.2% | $4,288-54.0% | $5,055-61.0% |
| Participant deferral / active EE | $12,819 | $5,697+125.0% | $4,854+164.1% | $6,977+83.7% |
| Admin fee / account holder | $7,442 | $19,536-61.9% | $15,562-52.2% | $19,030-60.9% |