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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 | $252,113 | $136,860+84.2% | $120,344+109.5% | $154,746+62.9% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 13.26% | 21.38%-8.1pp | 20.30%-7.0pp | 172.34%-159.1pp |
| Employer contribution / active EE | $11,393 | $3,533+222.5% | $3,020+277.2% | $4,379+160.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,541 | $15,393-25.0% | $12,742-9.4% | $14,365-19.7% |