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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 | $138,312+82.3% | $122,979+105.0% | $155,188+62.5% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 13.26% | 22.06%-8.8pp | 20.12%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $11,393 | $3,530+222.7% | $3,062+272.0% | $4,248+168.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,541 | $15,089-23.5% | $12,864-10.3% | $14,480-20.3% |