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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 | $258,734 | $127,387+103.1% | $115,038+124.9% | $125,389+106.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 41.31% | 31.28%+10.0pp | 26.14%+15.2pp | 282.24%-240.9pp |
| Employer contribution / active EE | $1,535 | $5,166-70.3% | $4,608-66.7% | $4,866-68.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,000 | $9,516+15.6% | $8,175+34.6% | $9,541+15.3% |