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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 | $253,711 | $213,785+18.7% | $185,441+36.8% | $155,188+63.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.12% | 19.97%-2.9pp | 20.16%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $9,949 | $5,393+84.5% | $4,672+112.9% | $4,248+134.2% |
| Participant deferral / active EE | $16,360 | $6,864+138.3% | $6,152+165.9% | $6,531+150.5% |
| Admin fee / account holder | $1,408 | $21,134-93.3% | $17,890-92.1% | $14,480-90.3% |