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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 | $254,515 | $123,000+106.9% | $105,582+141.1% | $198,609+28.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 11.00% | 18.31%-7.3pp | 18.61%-7.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $11,962 | $3,582+233.9% | $2,984+300.9% | $5,055+136.6% |
| Participant deferral / active EE | $12,937 | $5,013+158.1% | $4,353+197.2% | $6,977+85.4% |
| Admin fee / account holder | $1,478 | $16,254-90.9% | $12,856-88.5% | $19,030-92.2% |