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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 | $306,953 | $153,769+99.6% | $133,975+129.1% | $273,972+12.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.31% | 36.51%-27.2pp | 29.29%-20.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $13,574 | $6,029+125.2% | $5,211+160.5% | $4,869+178.8% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,282+27.4% | $5,287+51.3% |
| Admin fee / account holder | $668 | $11,765-94.3% | $9,324-92.8% | $10,133-93.4% |