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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 | $295,041 | $153,769+91.9% | $133,975+120.2% | $273,972+7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.62% | 36.51%-26.9pp | 29.29%-19.7pp | 41.46%-31.8pp |
| Employer contribution / active EE | $22,971 | $6,029+281.0% | $5,211+340.8% | $4,869+371.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,397 | $11,765-88.1% | $9,324-85.0% | $10,133-86.2% |