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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 | $257,583 | $135,956+89.5% | $123,894+107.9% | $273,972-6.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.87% | 56.63%-47.8pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $21,845 | $5,170+322.6% | $4,617+373.2% | $4,869+348.7% |
| Participant deferral / active EE | $21,000 | $6,343+231.1% | $5,984+250.9% | $5,287+297.2% |
| Admin fee / account holder | $3,346 | $9,817-65.9% | $8,357-60.0% | $10,133-67.0% |