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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 | $264,934 | $103,164+156.8% | $90,259+193.5% | $154,746+71.2% |
| Participation rate | 90.0% | 76.1%+13.9pp | 70.7%+19.3pp | 80.7%+9.3pp |
| Annual return | 8.34% | 19.25%-10.9pp | 18.88%-10.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $12,500 | $2,532+393.8% | $2,291+445.5% | $4,379+185.4% |
| Participant deferral / active EE | $9,181 | $4,422+107.6% | $3,827+139.9% | $6,730+36.4% |
| Admin fee / account holder | $1,158 | $8,593-86.5% | $7,267-84.1% | $14,365-91.9% |